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ORBA Wealth Advisors, L.L.C.: OMFL 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 OMFL, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 14,013 OMFL 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 14,013 shares
    Change vs previous 13F -1,587 shares

    0.82% of the 13F portfolio, value $960,423.

    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 15,600 shares
    Change vs previous 13F -4,648 shares

    1.12% of the 13F portfolio, value $937,843.

    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 20,248 shares
    Change vs previous 13F -2,577 shares

    1.07% of the 13F portfolio, value $1,237,734.

    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 22,825 shares
    Change vs previous 13F -553 shares

    1.13% of the 13F portfolio, value $1,375,440.

    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 23,378 shares
    Change vs previous 13F -23,997 shares

    1.23% of the 13F portfolio, value $1,350,789.

    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 47,375 shares
    Change vs previous 13F -719 shares

    1.27% of the 13F portfolio, value $2,525,573.

    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 48,094 shares
    Change vs previous 13F -10,427 shares

    1.36% of the 13F portfolio, value $2,608,141.

    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 58,521 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,101,071.

    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).