ORBA Wealth Advisors, L.L.C.: MLPX 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 MLPX, newest first. How the timeline and the estimate are built.
ORBA Wealth Advisors, L.L.C. held 3,374 MLPX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,374 sharesChange vs previous 13F -166 shares
0.21% of the 13F portfolio, value $248,529.
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 ended2026-03-3113F 3,540 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $261,748.
13F-HR 0002010248-26-000002 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 3,540 sharesChange vs previous 13F -3,083 shares
0.19% of the 13F portfolio, value $214,277.
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).
- period ended2025-09-3013F 6,623 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $415,329.
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).
- period ended2025-06-3013F 6,623 sharesChange vs previous 13F -2,389 shares
0.38% of the 13F portfolio, value $414,999.
13F-HR 0001085146-25-004558 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 ended2025-03-3113F 9,012 sharesChange vs previous 13F -22 shares
0.29% of the 13F portfolio, value $575,059.
13F-HR 0001085146-25-002164 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 ended2024-12-3113F 9,034 sharesChange vs previous 13F +19 shares
0.29% of the 13F portfolio, value $547,114.
13F-HR 0001085146-25-000798 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 ended2024-09-3013F 9,015 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $490,679.
13F-HR 0001085146-24-004744 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).