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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → OBT

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management OBT Position History

Orange County Bancorp, Inc. • Banking

Quarters held
2
Latest value
$21K
Q3 2026
Peak value
$1.2M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$1.2M
Q3 2026$21K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21K568——
Q3 2026$1.2M32.2K——

Other funds holding OBT

Other Empirical Financial Services, LLC d.b.a. Empirical Wealth Management positions

ETHA

ISHARES TR

$404.6M
ETHA

ISHARES TR

$398.3M
ETHA

ISHARES TR

$390.3M
ETHA

ISHARES TR

$388.4M
ETHA

ISHARES TR

$349.1M
ETHA

ISHARES TR

$337.1M
NVDA

NVIDIA CORPORATION

$317.6M
ETHA

ISHARES TR

$317M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management OBT Holdings: 13F Position History | Track13F