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NAPLES GLOBAL ADVISORS, LLC: ORI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on ORI, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 45,049 ORI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,049 shares
    Change vs previous 13F +932 shares

    0.11% of the 13F portfolio, value $1,843,403.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, LLC
    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 44,117 shares
    Change vs previous 13F +107 shares

    0.13% of the 13F portfolio, value $1,760,255.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    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 44,010 shares
    Change vs previous 13F -694 shares

    0.15% of the 13F portfolio, value $2,008,595.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    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 44,704 shares
    Change vs previous 13F +478 shares

    0.15% of the 13F portfolio, value $1,898,577.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL ADVISORS, LLC
    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 44,226 shares
    Change vs previous 13F -2,568 shares

    0.15% of the 13F portfolio, value $1,700,034.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, LLC
    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 46,794 shares
    Change vs previous 13F -18 shares

    0.17% of the 13F portfolio, value $1,835,258.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    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 46,812 shares
    Change vs previous 13F -1,294 shares

    0.16% of the 13F portfolio, value $1,694,138.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    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 48,106 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,703,924.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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