Back to ORXCF
TRED AVON FAMILY WEALTH, LLC → ORXCF
TRED AVON FAMILY WEALTH, LLC ORXCF Position History
ORIX Corporation
Quarters held
5
Latest value
$890K
Q3 2026
Peak value
$914K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $783K |
| Q4 2025 | $845K |
| Q1 2026 | $755K |
| Q2 2026 | $914K |
| Q3 2026 | $890K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $890K | 23.6K | — | — |
| Q2 2026 | $914K | 24.0K | — | — |
| Q1 2026 | $755K | 25.2K | — | — |
| Q4 2025 | $845K | 28.9K | — | — |
| Q3 2025 | $783K | 30.0K | — | — |
Other funds holding ORXCF
$125.4M
$97.3M
$93.8M
$93.8M
$79.1M
$79.1M
$70.6M