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Orca Wealth Management, LLC: CB position timeline

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

Orca Wealth Management, LLC held 11,618 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,618 shares
    Change vs previous 13F -46 shares

    2.38% of the 13F portfolio, value $3,958,564.

    13F-HR 0002043765-26-000002 filed by Orca Wealth 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 11,664 shares
    Change vs previous 13F -17 shares

    2.71% of the 13F portfolio, value $3,801,492.

    13F-HR 0002085853-26-000478 filed by Orca Wealth 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 11,681 shares
    Change vs previous 13F +64 shares

    2.63% of the 13F portfolio, value $3,665,290.

    13F-HR 0002085853-26-000215 filed by Orca Wealth 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 11,617 shares
    Change vs previous 13F -61 shares

    2.48% of the 13F portfolio, value $3,278,865.

    13F-HR 0002085853-25-000270 filed by Orca Wealth 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 11,678 shares
    Change vs previous 13F -58 shares

    2.85% of the 13F portfolio, value $3,383,491.

    13F-HR 0001667731-25-000916 filed by Orca Wealth 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 11,736 shares
    Change vs previous 13F +29 shares

    3.17% of the 13F portfolio, value $3,544,242.

    13F-HR 0001667731-25-000609 filed by Orca Wealth 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 11,707 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $3,234,525.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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