Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,132,707 | 248,081 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $15,921,920 | 248,780 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $16,350,419 | 251,255 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $16,234,521 | 251,698 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $19,840,638 | 256,339 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $18,098,286 | 262,218 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $15,193,712 | 262,413 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $16,496,805 | 270,928 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $21,254,333 | 275,137 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $12,529,768 | 146,205 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $23,799,894 | 273,562 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $26,429,463 | 281,764 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $25,773,900 | 257,739 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $20,270,280 | 240,027 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $23,103,255 | 236,423 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $23,699,876 | 237,236 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $22,608,915 | 225,931 | Shares | Sole | 2022-02-14 |