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Orange Investment Advisors, Inc.: XLC position timeline

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

Orange Investment Advisors, Inc. held 70,666 XLC 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 70,666 shares
    Change vs previous 13F +2,839 shares

    0.92% of the 13F portfolio, value $7,570,452.

    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 67,827 shares
    Change vs previous 13F -1,481 shares

    0.97% of the 13F portfolio, value $7,519,294.

    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 69,308 shares
    Change vs previous 13F -1,428 shares

    0.9% of the 13F portfolio, value $8,158,937.

    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 70,736 shares
    Change vs previous 13F +3,208 shares

    0.87% of the 13F portfolio, value $8,373,020.

    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 67,528 shares
    Change vs previous 13F -2,695 shares

    0.8% of the 13F portfolio, value $7,328,814.

    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 70,223 shares
    Change vs previous 13F -1,841 shares

    0.81% of the 13F portfolio, value $6,773,008.

    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 72,064 shares
    Change vs previous 13F -134 shares

    0.79% of the 13F portfolio, value $6,976,516.

    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 72,198 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,526,699.

    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).