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LAUREL OAK WEALTH MANAGEMENT, LLC

Position in SRI — Stoneridge Inc

CIK 2111403 MARLTON, NJ

Position in SRI

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$164,700
+$56,025 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#64
of 112 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SRI Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $728,520 across 3 Auto Parts names. SRI ranks #2 (22.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SRI
Stoneridge Inc
This page
22,500 $164,700

All Filings in SRI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $164,700 22,500
2026-03-31 $108,675 22,500