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Orange Investment Advisors, Inc.: XLU position timeline

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

Orange Investment Advisors, Inc. held 37,524 XLU 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 37,524 shares
    Change vs previous 13F -780 shares

    0.21% of the 13F portfolio, value $1,701,332.

    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 38,304 shares
    Change vs previous 13F -3,483 shares

    0.23% of the 13F portfolio, value $1,757,768.

    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 41,787 shares
    Change vs previous 13F +19,774 shares

    0.2% of the 13F portfolio, value $1,783,888.

    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 22,013 shares
    Change vs previous 13F +896 shares

    0.2% of the 13F portfolio, value $1,919,754.

    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 21,117 shares
    Change vs previous 13F -785 shares

    0.19% of the 13F portfolio, value $1,724,414.

    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 21,902 shares
    Change vs previous 13F -401 shares

    0.21% of the 13F portfolio, value $1,726,973.

    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 22,303 shares
    Change vs previous 13F -153 shares

    0.19% of the 13F portfolio, value $1,688,114.

    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 22,456 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,813,996.

    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).