Back to OLLI
Legacy Capital Wealth Partners, LLC → OLLI
Legacy Capital Wealth Partners, LLC OLLI Position History
Ollie's Bargain Outlet Holdings, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$203K
Q3 2026
Peak value
$271K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $271K |
| Q4 2025 | $220K |
| Q1 2026 | $212K |
| Q3 2026 | $203K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $203K | 2.4K | — | — |
| Q1 2026 | $212K | 2.3K | — | — |
| Q4 2025 | $220K | 2.0K | — | — |
| Q3 2025 | $271K | 2.1K | — | — |
Other funds holding OLLI
$473.7M
$439.9M
$346.9M
$335.4M
$301.8M
$275.2M
$205.6M