Position in TR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$248,136
+$25,224 QoQ
Shares Held
6,274
+20.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 230 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026OPPENHEIMER & CO INC holds $12,933,785 across 3 Confectioners names. TR ranks #3 (1.9% of the industry book) .
All Filings in TR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,136 | 6,274 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $222,912 | 5,218 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $218,738 | 5,218 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||