ORBA Wealth Advisors, L.L.C.: GS 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 GS, newest first. How the timeline and the estimate are built.
ORBA Wealth Advisors, L.L.C. held 246 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 246 sharesChange vs previous 13F +246 shares
0.21% of the 13F portfolio, value $248,797.
13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -271 shares
13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 271 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $215,811.
13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).