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ORBA Wealth Advisors, L.L.C.: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on FPE, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 202,350 FPE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,350 shares
    Change vs previous 13F +25,552 shares

    3.09% of the 13F portfolio, value $3,618,015.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 176,798 shares
    Change vs previous 13F -41,823 shares

    3.74% of the 13F portfolio, value $3,138,183.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 218,621 shares
    Change vs previous 13F -19,154 shares

    3.46% of the 13F portfolio, value $3,983,290.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 237,775 shares
    Change vs previous 13F +9,798 shares

    3.57% of the 13F portfolio, value $4,337,018.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 227,977 shares
    Change vs previous 13F -191,979 shares

    3.69% of the 13F portfolio, value $4,057,988.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 419,956 shares
    Change vs previous 13F +19,284 shares

    3.72% of the 13F portfolio, value $7,387,058.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 400,672 shares
    Change vs previous 13F -9,906 shares

    3.71% of the 13F portfolio, value $7,091,913.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 410,578 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $7,431,496.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).