Skip to content
Disclosery

Orca Investment Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orca Investment Management, LLC on IWM, newest first. How the timeline and the estimate are built.

Orca Investment Management, LLC held 6,985 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,985 shares
    Change vs previous 13F -83 shares

    1.52% of the 13F portfolio, value $2,098,643.

    13F-HR 0001104659-26-091712 filed by Orca Investment Management, LLC
    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 7,068 shares
    Change vs previous 13F -2 shares

    1.49% of the 13F portfolio, value $1,752,864.

    13F-HR 0001104659-26-047339 filed by Orca Investment Management, LLC
    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 7,070 shares
    Change vs previous 13F -30 shares

    1.37% of the 13F portfolio, value $1,740,351.

    13F-HR 0001104659-26-004940 filed by Orca Investment Management, LLC
    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 7,100 shares
    Change vs previous 13F -2 shares

    1.41% of the 13F portfolio, value $1,717,916.

    13F-HR 0001104659-25-104091 filed by Orca Investment Management, LLC
    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 7,102 shares
    Change vs previous 13F +14 shares

    1.38% of the 13F portfolio, value $1,532,541.

    13F-HR 0001104659-25-070685 filed by Orca Investment Management, LLC
    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 7,088 shares
    Change vs previous 13F -135 shares

    1.41% of the 13F portfolio, value $1,413,985.

    13F-HR 0001104659-25-045448 filed by Orca Investment Management, LLC
    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 7,223 shares
    Change vs previous 13F -322 shares

    1.5% of the 13F portfolio, value $1,595,994.

    13F-HR 0001104659-25-012662 filed by Orca Investment Management, LLC
    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 7,545 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,666,615.

    13F-HR 0001104659-24-108000 filed by Orca Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).