Birchwood Financial Partners, Inc.
Position in OAKG — Oakmark Global Large Cap ETF
CIK 2110062
BLOOMINGTON, MN
Position in OAKG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,796
+$915 QoQ
Shares Held
350
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 3 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OAKG Over Time
Shares Held
Position Value (USD)
All Filings in OAKG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,796 | 350 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,881 | 325 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||