Entity Type
Company
Filer Snapshot
Osprey Private Wealth LLC
CIK 0002041805. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
7
Latest Filing
01 May 2026
Industry
n/a
Follow future filing-backed changes
Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.
Save and revisit
Save this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 01 May 2026 for CIK 0002041805.
- Business address
- 140 East 45 Th Street, Suite 15 B, New York, NY, 10017
- Top securities (13F)
- ALPHABET INC CAP STK CL C, NVIDIA CORPORATION COM, JPMORGAN CHASE & CO COM, VISA INC COM CL A, ABBVIE INC COM, MICROSOFT CORP COM, META PLATFORMS INC CL A, TETRA TECH INC NEW COM, TJX COS INC NEW COM, THERMO FISHER SCIENTIFIC INC COM, BERKSHIRE HATHAWAY INC DEL CL B NEW, HOME DEPOT INC COM, BLACKROCK INC COM, COSTCO WHOLESALE CORPORATION COM, JOHNSON & JOHNSON COM, ECOLAB INC COM, APPLE INC COM, AUTOZONE INC COM, REGENERON PHARMACEUTICALS COM, and PROGRESSIVE CORP COM
- State of incorporation
- NY
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Osprey Private Wealth LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $345.35M across 77 reported holdings for Q1 2026.
- Largest parsed 13F holding: ALPHABET INC CAP STK CL C at $27.84M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Alphabet Inc Cap Stk Cl C
$27.84M
Nvidia Corporation Com
$21.89M
Jpmorgan Chase & Co Com
$17.02M
Visa Inc Com Cl A
3.9%Visa Inc Com Cl A
$13.38M
Abbvie Inc Com
3.7%Abbvie Inc Com
$12.87M
Latest update
What changed recently for Osprey Private Wealth LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.
Benchmark Context
Benchmark context for this company
Osprey Private Wealth LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Osprey Private Wealth LLC has filed 7 SEC EDGAR filings since 04 Nov 2024. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Osprey Private Wealth LLC with direct links to document and filing folders.
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 01 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 04 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 08 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 07 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 16 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 27 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-24416
13F-HR filing
- Filing date
- 04 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Osprey Private Wealth LLC files with the SEC under CIK 0002041805. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.