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Orca Wealth Management, LLC: ORI position timeline

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

Orca Wealth Management, LLC held 171,934 ORI 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 171,934 shares
    Change vs previous 13F +2,250 shares

    4.22% of the 13F portfolio, value $7,035,522.

    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 169,684 shares
    Change vs previous 13F +413 shares

    4.82% of the 13F portfolio, value $6,770,409.

    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 169,271 shares
    Change vs previous 13F +16,219 shares

    4.85% of the 13F portfolio, value $6,774,210.

    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 153,052 shares
    Change vs previous 13F -1,276 shares

    4.92% of the 13F portfolio, value $6,500,133.

    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 154,328 shares
    Change vs previous 13F +451 shares

    5% of the 13F portfolio, value $5,932,369.

    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 153,877 shares
    Change vs previous 13F +9,941 shares

    5.4% of the 13F portfolio, value $6,035,062.

    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 143,936 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $5,209,037.

    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).