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Orange Investment Advisors, Inc.: XLY position timeline

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

Orange Investment Advisors, Inc. held 70,000 XLY 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 70,000 shares
    Change vs previous 13F +11 shares

    1% of the 13F portfolio, value $8,209,601.

    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 69,989 shares
    Change vs previous 13F -2,605 shares

    0.99% of the 13F portfolio, value $7,627,402.

    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 72,594 shares
    Change vs previous 13F +35,756 shares

    0.96% of the 13F portfolio, value $8,668,448.

    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 36,838 shares
    Change vs previous 13F +1,847 shares

    0.92% of the 13F portfolio, value $8,827,858.

    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 34,991 shares
    Change vs previous 13F -1,138 shares

    0.83% of the 13F portfolio, value $7,604,594.

    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 36,129 shares
    Change vs previous 13F -353 shares

    0.85% of the 13F portfolio, value $7,134,032.

    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 36,482 shares
    Change vs previous 13F +367 shares

    0.93% of the 13F portfolio, value $8,184,737.

    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 36,115 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,236,363.

    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).