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Disclosery

FOSTER & MOTLEY INC: ORI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on ORI, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 42,532 ORI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,532 shares
    Change vs previous 13F -12,332 shares

    0.08% of the 13F portfolio, value $1,740,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 54,864 shares
    Change vs previous 13F +4,997 shares

    0.11% of the 13F portfolio, value $2,189,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 49,867 shares
    Change vs previous 13F -1,659 shares

    0.12% of the 13F portfolio, value $2,276,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,526 shares
    Change vs previous 13F +11,254 shares

    0.12% of the 13F portfolio, value $2,188,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,272 shares
    Change vs previous 13F +9,876 shares

    0.09% of the 13F portfolio, value $1,548,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,396 shares
    Change vs previous 13F +6,597 shares

    0.08% of the 13F portfolio, value $1,192,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,799 shares
    Change vs previous 13F +4,774 shares

    0.06% of the 13F portfolio, value $861,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,025 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $674,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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