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Crown Wealth Group, LLC → OSG

Crown Wealth Group, LLC OSG Position History

Octave Specialty Group, Inc. • Financial Services

Quarters held
4
Latest value
$46K
Q3 2026
Peak value
$87K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$87K
Q1 2026$52K
Q2 2026$70K
Q3 2026$46K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$46K11.2K——
Q2 2026$70K11.2K——
Q1 2026$52K11.2K——
Q4 2025$87K11.2K——

Other funds holding OSG

Other Crown Wealth Group, LLC positions

STT-PG

SPDR SERIES TRUST

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$39.7M
STT-PG

SPDR SERIES TRUST

$37.8M
STT-PG

SPDR SERIES TRUST

$37.1M
ETHA

BLACKROCK ETF TRUST

$20.7M
ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$14.7M