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Orange County Ban shares owned by True Wealth Design

Quarter-by-quarter ownership of Orange County Ban (OBT) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Orange County Ban

Tip: Access up to 7 years of quarterly data

All positions including Orange County Ban held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Orange County Ban by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $303 12 25.25
2025-06-30 $52 2 26.00
2025-03-31 $47 2 23.50

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Orange County Ban

BlackRock
Hudson Valley Investment Advisors
Wellington Management Company
Vanguard Group
Manufacturers Life Insurance Company
Geode Capital Management
Banc Funds Company
Alliancebernstein
State Street Corporation
American Century Companies
EJF Capital
Northern Trust
Brown Brothers Harriman & Co.
Dimensional Fund Advisors
Fourthstone

View all funds holding Orange County Ban