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Disclosery

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

ORBA Wealth Advisors, L.L.C. held 33,178 SPEM 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 33,178 shares
    Change vs previous 13F -9,845 shares

    1.47% of the 13F portfolio, value $1,717,945.

    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 43,023 shares
    Change vs previous 13F -7,244 shares

    2.41% of the 13F portfolio, value $2,018,216.

    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 50,267 shares
    Change vs previous 13F -7,561 shares

    2.04% of the 13F portfolio, value $2,353,003.

    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 57,828 shares
    Change vs previous 13F -3,875 shares

    2.23% of the 13F portfolio, value $2,706,941.

    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 61,703 shares
    Change vs previous 13F -46,321 shares

    2.4% of the 13F portfolio, value $2,637,201.

    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 108,024 shares
    Change vs previous 13F +11,790 shares

    2.14% of the 13F portfolio, value $4,252,943.

    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 96,234 shares
    Change vs previous 13F +1,058 shares

    1.93% of the 13F portfolio, value $3,692,535.

    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 95,176 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $3,928,851.

    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).