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Ledgewood Wealth Advisors, LLC → OCFC
Ledgewood Wealth Advisors, LLC OCFC Position History
OceanFirst Financial Corp. • Financial Services
Quarters held
5
Latest value
$288K
Q3 2026
Peak value
$369K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $337K |
| Q4 2025 | $341K |
| Q1 2026 | $341K |
| Q2 2026 | $369K |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 17.4K | — | — |
| Q2 2026 | $369K | 18.9K | — | — |
| Q1 2026 | $341K | 18.9K | — | — |
| Q4 2025 | $341K | 19.0K | — | — |
| Q3 2025 | $337K | 19.2K | — | — |