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

ORBA Wealth Advisors, L.L.C. held 37,604 TCAF 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 37,604 shares
    Change vs previous 13F +16,833 shares

    1.32% of the 13F portfolio, value $1,545,513.

    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 20,771 shares
    Change vs previous 13F -20,941 shares

    0.88% of the 13F portfolio, value $739,234.

    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 41,712 shares
    Change vs previous 13F -9,122 shares

    1.38% of the 13F portfolio, value $1,594,225.

    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 50,834 shares
    Change vs previous 13F -3,304 shares

    1.58% of the 13F portfolio, value $1,916,446.

    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 54,138 shares
    Change vs previous 13F -49,320 shares

    1.74% of the 13F portfolio, value $1,909,988.

    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 103,458 shares
    Change vs previous 13F +233 shares

    1.68% of the 13F portfolio, value $3,339,622.

    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 103,225 shares
    Change vs previous 13F +13,219 shares

    1.8% of the 13F portfolio, value $3,434,317.

    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 90,006 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,992,725.

    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).