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Aegis Wealth Management, Inc.: ORC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management, Inc. on ORC, newest first. How the timeline and the estimate are built.

Aegis Wealth Management, Inc. held 42,727 ORC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,727 shares
    Change vs previous 13F +1,600 shares

    0.19% of the 13F portfolio, value $297,807.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,127 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $289,123.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,127 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $296,114.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).