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Disclosery

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

ORBA Wealth Advisors, L.L.C. held 30,023 SMB 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 30,023 shares
    Change vs previous 13F +1,271 shares

    0.45% of the 13F portfolio, value $520,899.

    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 28,752 shares
    Change vs previous 13F +14,368 shares

    0.59% of the 13F portfolio, value $497,410.

    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 14,384 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $250,425.

    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).