Position in SRI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$164,700
+$56,025 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#64
of 112 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRI Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $728,520 across 3 Auto Parts names. SRI ranks #2 (22.6% of the industry book) .
All Filings in SRI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,700 | 22,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $108,675 | 22,500 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||