Skip to content
Disclosery

Orca Wealth Management, LLC: EXE position timeline

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

Orca Wealth Management, LLC held 21,894 EXE 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 21,894 shares
    Change vs previous 13F +1,828 shares

    1.2% of the 13F portfolio, value $1,996,537.

    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 20,066 shares
    Change vs previous 13F +422 shares

    1.57% of the 13F portfolio, value $2,202,851.

    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 19,644 shares
    Change vs previous 13F +615 shares

    1.51% of the 13F portfolio, value $2,111,691.

    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 19,029 shares
    Change vs previous 13F +51 shares

    1.53% of the 13F portfolio, value $2,021,609.

    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 18,978 shares
    Change vs previous 13F +14 shares

    1.87% of the 13F portfolio, value $2,219,252.

    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 18,964 shares
    Change vs previous 13F +4 shares

    1.89% of the 13F portfolio, value $2,111,076.

    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 18,960 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,887,416.

    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).