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Orange Investment Advisors, Inc.: SPY position timeline

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

Orange Investment Advisors, Inc. held 17,847 SPY 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 17,847 shares
    Change vs previous 13F -196 shares

    1.62% of the 13F portfolio, value $13,327,599.

    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 18,043 shares
    Change vs previous 13F -796 shares

    1.52% of the 13F portfolio, value $11,734,082.

    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 18,839 shares
    Change vs previous 13F -794 shares

    1.42% of the 13F portfolio, value $12,846,693.

    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 19,633 shares
    Change vs previous 13F -272 shares

    1.36% of the 13F portfolio, value $13,079,112.

    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 19,905 shares
    Change vs previous 13F -1,334 shares

    1.35% of the 13F portfolio, value $12,298,304.

    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 21,239 shares
    Change vs previous 13F -1,780 shares

    1.42% of the 13F portfolio, value $11,880,884.

    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 23,019 shares
    Change vs previous 13F -1,100 shares

    1.53% of the 13F portfolio, value $13,490,976.

    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 24,119 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $13,838,517.

    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).