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Onestream shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Onestream (OS) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Onestream

Tip: Access up to 7 years of quarterly data

All positions including Onestream held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Onestream by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 21k 18.38
2025-09-30 $422k 23k 18.43