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GoalVest Advisory LLC → OBT

GoalVest Advisory LLC OBT Position History

Orange County Bancorp, Inc. • Banking

Quarters held
2
Latest value
$151K
Q3 2026
Peak value
$151K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$151K
Q3 2026$151K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$151K4.1K——
Q2 2026$151K4.1K——

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