Position in OC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,690
+$4,828 QoQ
Shares Held
105
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 685 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Concord Wealth Partners holds $134,512 across 5 Building Products & Equipment names. OC ranks #3 (12.4% of the industry book) .
All Filings in OC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,690 | 105 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,862 | 106 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,994 | 106 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,577 | 106 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,138 | 106 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,800 | 128 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,594 | 128 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,414 | 106 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,680 | 106 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,712 | 106 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $14,459 | 106 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $13,833 | 106 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||