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Orange Investment Advisors, Inc.: XLV position timeline

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

Orange Investment Advisors, Inc. held 50,164 XLV 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 50,164 shares
    Change vs previous 13F -234 shares

    0.97% of the 13F portfolio, value $7,959,028.

    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 50,398 shares
    Change vs previous 13F -3,299 shares

    0.96% of the 13F portfolio, value $7,388,850.

    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 53,697 shares
    Change vs previous 13F -2,848 shares

    0.92% of the 13F portfolio, value $8,312,293.

    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 56,545 shares
    Change vs previous 13F +2,474 shares

    0.82% of the 13F portfolio, value $7,869,368.

    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 54,071 shares
    Change vs previous 13F -310 shares

    0.8% of the 13F portfolio, value $7,288,230.

    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 54,381 shares
    Change vs previous 13F -2,902 shares

    0.95% of the 13F portfolio, value $7,940,170.

    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 57,283 shares
    Change vs previous 13F +441 shares

    0.89% of the 13F portfolio, value $7,880,422.

    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 56,842 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,754,805.

    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).