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Orca Investment Management, LLC: XLF position timeline

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

Orca Investment Management, LLC held 57,010 XLF 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 57,010 shares
    Change vs previous 13F -736 shares

    2.22% of the 13F portfolio, value $3,056,306.

    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 57,746 shares
    Change vs previous 13F -405 shares

    2.42% of the 13F portfolio, value $2,850,920.

    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 58,151 shares
    Change vs previous 13F -475 shares

    2.51% of the 13F portfolio, value $3,184,930.

    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 58,626 shares
    Change vs previous 13F -266 shares

    2.59% of the 13F portfolio, value $3,158,183.

    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 58,892 shares
    Change vs previous 13F +460 shares

    2.78% of the 13F portfolio, value $3,084,174.

    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 58,432 shares
    Change vs previous 13F -641 shares

    2.91% of the 13F portfolio, value $2,910,498.

    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 59,073 shares
    Change vs previous 13F -3,419 shares

    2.69% of the 13F portfolio, value $2,854,998.

    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 62,492 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,832,137.

    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).