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Ofs Credit Company shares owned by MinichMacGregor Wealth Management

Quarter-by-quarter ownership of Ofs Credit Company (OCCI) shares owned by MinichMacGregor Wealth Management from 13F filings

Historical chart of MinichMacGregor Wealth Management investment in Ofs Credit Company

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All positions including Ofs Credit Company held by MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Credit Company by MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 12k 5.41
2025-06-30 $73k 12k 6.23
2022-12-31 $26k 3.2k 8.12

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Top funds holding Ofs Credit Company

Virtus Investment Advisers
Morgan Stanley
JNB Advisors
LPL Financial
Kestra Advisory Services
Jane Street
UBS Group
Arkadios Wealth Advisors
MinichMacGregor Wealth Management
Prospera Financial Services
Virtu Financial
One Capital Management
Kestra Private Wealth Services
Tiaa Trust, National Association
Advisor Group Holdings

View all funds holding Ofs Credit Company