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Orange Investment Advisors, Inc.: XLF position timeline

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

Orange Investment Advisors, Inc. held 196,199 XLF 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 196,199 shares
    Change vs previous 13F +103 shares

    1.28% of the 13F portfolio, value $10,518,238.

    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 196,096 shares
    Change vs previous 13F -4,934 shares

    1.25% of the 13F portfolio, value $9,681,265.

    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 201,030 shares
    Change vs previous 13F -3,254 shares

    1.22% of the 13F portfolio, value $11,010,413.

    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 204,284 shares
    Change vs previous 13F +9,082 shares

    1.15% of the 13F portfolio, value $11,004,779.

    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 195,202 shares
    Change vs previous 13F -9,050 shares

    1.12% of the 13F portfolio, value $10,222,729.

    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 204,252 shares
    Change vs previous 13F -7,643 shares

    1.22% of the 13F portfolio, value $10,173,792.

    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 211,895 shares
    Change vs previous 13F +4,249 shares

    1.16% of the 13F portfolio, value $10,240,885.

    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 207,646 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $9,410,517.

    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).