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Orange Investment Advisors, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orange Investment Advisors, Inc. on IVV, newest first. How the timeline and the estimate are built.

Orange Investment Advisors, Inc. held 879 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 879 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $658,275.

    13F-HR 0002085853-26-000795 filed by Orange Investment Advisors, 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/A 875 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $571,559.

    13F-HR/A 0002085853-26-000455 filed by Orange Investment Advisors, 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 875 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $599,322.

    13F-HR 0002085853-26-000219 filed by Orange Investment Advisors, 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 775 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $518,708.

    13F-HR 0001062993-25-016137 filed by Orange Investment Advisors, 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 775 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $481,198.

    13F-HR 0001062993-25-013000 filed by Orange Investment Advisors, 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 775 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $435,472.

    13F-HR 0001062993-25-007341 filed by Orange Investment Advisors, 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 775 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $456,227.

    13F-HR 0001062993-25-000619 filed by Orange Investment Advisors, 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 775 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $447,036.

    13F-HR 0001062993-24-017945 filed by Orange Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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