Position in BOC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,939
+$2,598 QoQ
Shares Held
423
+136.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BOC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Advisory Services Network, LLC holds $10,168,209 across 13 Conglomerates names. BOC ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
24,531 | $5,815,139 | |
| 2 | MMM |
3M Co
|
27,175 | $3,946,620 | |
| 3 | OTTR |
Otter Tail Corp
|
1,499 | $131,567 | |
| 4 | DLX |
Deluxe Corp
|
3,110 | $85,647 | |
| 5 | GHC |
Graham Holdings Co
|
71 | $75,065 | |
| 6 | VMI |
Valmont Industries Inc
|
162 | $64,729 | |
| 7 | TTI |
Tetra Technologies Inc
|
4,000 | $34,080 | |
| 8 | BBUC |
Brookfield Business Corp
|
276 | $8,732 |
All Filings in BOC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,939 | 423 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,341 | 179 | Shares | Sole | 2025-11-18 | |
| 2024-12-31 | $195,598 | 13,794 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,392 | 15,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $202,209 | 15,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $265,881 | 17,198 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $208,265 | 13,240 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $1,036,296 | 43,781 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,127,310 | 42,540 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $913,144 | 39,633 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $853,898 | 41,351 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,124,499 | 44,324 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,262,482 | 43,943 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,551,510 | 40,008 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,123,263 | 35,423 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $661,464 | 22,377 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $475,524 | 17,198 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||