Position in OC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,869
-$166 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $410,924 across 4 Building Products & Equipment names. OC ranks #3 (1.2% of the industry book) .
All Filings in OC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,869 | 45 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,035 | 45 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $5,712 | 40 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||