Position in OC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,664
+$6,596 QoQ
Shares Held
130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#560
of 684 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $911,769 across 5 Building Products & Equipment names. OC ranks #4 (2.3% of the industry book) .
All Filings in OC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,664 | 130 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,068 | 130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,548 | 130 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,389 | 130 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,877 | 130 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $19,994 | 140 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||