O'Brien Greene & Co. Inc EC — Ecopetrol Sa Sp Ads

Ownership history in O'Brien Greene & Co. Inc  ·  4 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Ecopetrol Sa Sp Ads (EC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.38% in 2026 Q3. The latest visible filing shows EC at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in Ecopetrol Sa Sp Ads, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EC was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EC stock page O'Brien Greene & Co. Inc fund profile O'Brien Greene & Co. Inc full holdings
How O'Brien Greene & Co. Inc held EC — position size vs. price
% of Fund (quarterly)    EC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 83,000 — 0% 0.38% $1.4M 2026-11-05 $15.54
2026 Q2 ADDED — — — 83,000 +19,000 +29.7% 0.33% $1.2M 2026-08-06 $17.40
2026 Q1 ADDED — — — 64,000 +54,000 +540.0% 0.27% $959K 2026-05-06 $13.36
2025 Q4 INITIATED — — — 10,000 — — 0.03% $100K 2026-02-05 $11.17

🏢 Other funds also holding EC

As of 2026 Q3 — sorted by position size

CWA Asset Management Group, LLC 3Y 7Y 0.17% Larry Mathis Financial Planning, LLC 0.15% FOCUSED ALPHA, LLC 0.08% Brady Martz Wealth Solutions, LLC 0.04% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.04% LEUTHOLD GROUP, LLC 3Y 7Y 0.04% SBI Securities Co., Ltd. 0.04% Caitong International Asset Management Co., Ltd 0.03% GAMMA Investing LLC 0.02% Compound Planning, Inc. 3Y 0.02%

FAQ About O'Brien Greene & Co. Inc and EC

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning EC?

O'Brien Greene & Co. Inc reported EC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported EC position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for EC was 0.38% in 2026 Q3.

What is the latest reported EC position on this page?

The most recent filing on this page is 2026 Q3, when O'Brien Greene & Co. Inc reported 83,000 shares, equal to 0.38% of portfolio, with an estimated market value of $1.4M.

What does the chart on this EC ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly EC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did O'Brien Greene & Co. Inc time their EC position?

Based on 13F filing dates vs. subsequent EC price moves, O'Brien Greene & Co. Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EC relative to SPY over the holding period was +38.6%.

← Back to O'Brien Greene & Co. Inc Holdings