Back to OBT
True Wealth Design, LLC OBT Position History
Orange County Bancorp, Inc. • Banking
Quarters held
5
Latest value
$481
Q3 2026
Peak value
$481
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $303 |
| Q4 2025 | $343 |
| Q1 2026 | $352 |
| Q2 2026 | $479 |
| Q3 2026 | $481 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $481 | 13 | — | — |
| Q2 2026 | $479 | 13 | — | — |
| Q1 2026 | $352 | 11 | — | — |
| Q4 2025 | $343 | 12 | — | — |
| Q3 2025 | $303 | 12 | — | — |