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Orca Investment Management, LLC: SPTM position timeline

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

Orca Investment Management, LLC held 0 SPTM 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 0 shares
    Change vs previous 13F -27,624 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 27,624 shares
    Change vs previous 13F +869 shares

    1.86% of the 13F portfolio, value $2,183,953.

    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 26,755 shares
    Change vs previous 13F -60 shares

    1.74% of the 13F portfolio, value $2,207,288.

    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 26,815 shares
    Change vs previous 13F -2,286 shares

    1.77% of the 13F portfolio, value $2,162,630.

    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 29,101 shares
    Change vs previous 13F -7,551 shares

    1.97% of the 13F portfolio, value $2,179,374.

    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 36,652 shares
    Change vs previous 13F -82 shares

    2.49% of the 13F portfolio, value $2,492,703.

    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 36,734 shares
    Change vs previous 13F -1,297 shares

    2.47% of the 13F portfolio, value $2,623,910.

    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 38,031 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $2,664,452.

    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).