Skip to content
Disclosery

Orange Investment Advisors, Inc.: XLB position timeline

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

Orange Investment Advisors, Inc. held 28,380 XLB 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 28,380 shares
    Change vs previous 13F +367 shares

    0.18% of the 13F portfolio, value $1,442,563.

    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 28,013 shares
    Change vs previous 13F +76 shares

    0.18% of the 13F portfolio, value $1,399,805.

    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 27,937 shares
    Change vs previous 13F +14,120 shares

    0.14% of the 13F portfolio, value $1,266,948.

    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 13,817 shares
    Change vs previous 13F +930 shares

    0.13% of the 13F portfolio, value $1,238,280.

    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 12,887 shares
    Change vs previous 13F -389 shares

    0.12% of the 13F portfolio, value $1,131,607.

    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 13,276 shares
    Change vs previous 13F +498 shares

    0.14% of the 13F portfolio, value $1,141,470.

    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 12,778 shares
    Change vs previous 13F +1,087 shares

    0.12% of the 13F portfolio, value $1,075,141.

    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 11,691 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,126,779.

    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).