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Orange Investment Advisors, Inc.: XLI position timeline

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

Orange Investment Advisors, Inc. held 39,192 XLI 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 39,192 shares
    Change vs previous 13F +413 shares

    0.88% of the 13F portfolio, value $7,259,535.

    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 38,779 shares
    Change vs previous 13F -2,816 shares

    0.81% of the 13F portfolio, value $6,271,727.

    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 41,595 shares
    Change vs previous 13F -1,274 shares

    0.71% of the 13F portfolio, value $6,452,206.

    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 42,869 shares
    Change vs previous 13F +459 shares

    0.69% of the 13F portfolio, value $6,611,686.

    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 42,410 shares
    Change vs previous 13F -4,708 shares

    0.68% of the 13F portfolio, value $6,256,323.

    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 47,118 shares
    Change vs previous 13F -2,674 shares

    0.74% of the 13F portfolio, value $6,175,756.

    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 49,792 shares
    Change vs previous 13F +657 shares

    0.74% of the 13F portfolio, value $6,560,594.

    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 49,135 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,654,844.

    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).