Back to COF-PN
ORBA Wealth Advisors, L.L.C. → COF-PN
ORBA Wealth Advisors, L.L.C. COF-PN Position History
COF-PN
Quarters held
15
Latest value
$2.3M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $669K |
| Q3 2025 | $910K |
| Q3 2025 | $3.1M |
| Q4 2025 | $677K |
| Q4 2025 | $945K |
| Q4 2025 | $2.6M |
| Q1 2026 | $612K |
| Q1 2026 | $921K |
| Q1 2026 | $2.1M |
| Q2 2026 | $644K |
| Q2 2026 | $1.1M |
| Q2 2026 | $2.5M |
| Q3 2026 | $648K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 57.1K | — | — |
| Q3 2026 | $1.1M | 21.6K | — | — |
| Q3 2026 | $648K | 13.7K | — | — |
| Q2 2026 | $2.5M | 58.1K | — | — |
| Q2 2026 | $1.1M | 21.6K | — | — |
| Q2 2026 | $644K | 13.7K | — | — |
| Q1 2026 | $2.1M | 62.2K | — | — |
| Q1 2026 | $921K | 21.6K | — | — |
| Q1 2026 | $612K | 15.2K | — | — |
| Q4 2025 | $2.6M | 74.8K | — | — |
| Q4 2025 | $945K | 21.6K | — | — |
| Q4 2025 | $677K | 15.2K | — | — |
| Q3 2025 | $3.1M | 89.8K | — | — |
| Q3 2025 | $910K | 21.6K | — | — |
| Q3 2025 | $669K | 15.2K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B
$2.8B