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IFP Advisors, Inc OBT Position History
Orange County Bancorp, Inc. • Banking
Quarters held
6
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $655 |
| Q3 2025 | $655 |
| Q4 2025 | $742 |
| Q1 2026 | $256 |
| Q2 2026 | $3K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 95 | — | — |
| Q2 2026 | $3K | 95 | — | — |
| Q1 2026 | $256 | 8 | — | — |
| Q4 2025 | $742 | 26 | — | — |
| Q3 2025 | $655 | 26 | — | — |
| Q3 2025 | $655 | 26 | — | — |