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Orca Wealth Management, LLC: DOW position timeline

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

Orca Wealth Management, LLC held 68,443 DOW 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 68,443 shares
    Change vs previous 13F -249 shares

    1.12% of the 13F portfolio, value $1,872,601.

    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 68,692 shares
    Change vs previous 13F -85 shares

    2.04% of the 13F portfolio, value $2,861,027.

    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 68,777 shares
    Change vs previous 13F +2,501 shares

    1.52% of the 13F portfolio, value $2,123,147.

    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 66,276 shares
    Change vs previous 13F +91 shares

    1.15% of the 13F portfolio, value $1,519,713.

    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 66,185 shares
    Change vs previous 13F +2,253 shares

    1.48% of the 13F portfolio, value $1,752,581.

    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 63,932 shares
    Change vs previous 13F +728 shares

    2% of the 13F portfolio, value $2,232,520.

    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 63,204 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,536,373.

    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).