Filing Research | OFRM - ONCE UPON A FARM PBC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	3.8KSH	$78.5K
2	Ares Financial Consulting, LLC	Shares	1.2KSH	$24.6K
3	Farther Finance Advisors, LLC	Shares	885SH	$18.1K
4	IFP Advisors, Inc	Shares	470SH	$9.6K
5	Bogart Wealth, LLC	Shares	250SH	$5.1K
6	BIRCHBROOK, INC.	Shares	166SH	$3.4K
7	Vision Retirement, LLC	Shares	84SH	$1.7K
8	SBI Securities Co., Ltd.	Shares	2SH	$41

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+3.8K	+$78.5K	$78.5K
2	Ares Financial Consulting, LLC new	Shares	+1.2K	+$24.6K	$24.6K
3	Farther Finance Advisors, LLC new	Shares	+885	+$18.1K	$18.1K
4	IFP Advisors, Inc unchanged	Shares	0	+$1.9K	$9.6K
5	Bogart Wealth, LLC unchanged	Shares	0	+$1.0K	$5.1K
6	BIRCHBROOK, INC. unchanged	Shares	0	+$685	$3.4K
7	Vision Retirement, LLC unchanged	Shares	0	+$347	$1.7K
8	SBI Securities Co., Ltd. new	Shares	+2	+$41	$41
9	Rachor Investment Advisory Services, LLC exited	Shares	-10	-$164	$0
10	Scarborough Advisors, LLC exited	Shares	-155	-$2.5K	$0
11	Harbour Capital Advisors, LLC exited	Shares	-14.3K	-$216.8K	$0
12	DAVENPORT & Co LLC exited	Shares	-32.6K	-$533.7K	$0

Filing Research | OFRM - ONCE UPON A FARM PBC Institutional Holdings