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Orion Capital Management LLC: IWF position timeline

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

Orion Capital Management LLC held 4,040 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,040 shares
    Change vs previous 13F +3,028 shares

    0.16% of the 13F portfolio, value $501,647.

    13F-HR 0001846758-26-000003 filed by Orion Capital 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 1,012 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $431,517.

    13F-HR 0001846758-26-000002 filed by Orion Capital 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 1,012 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $478,980.

    13F-HR 0001846758-26-000001 filed by Orion Capital 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 1,010 shares
    Change vs previous 13F +164 shares

    0.16% of the 13F portfolio, value $473,094.

    13F-HR 0001846758-25-000003 filed by Orion Capital 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 846 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $359,195.

    13F-HR 0001095449-25-000053 filed by Orion Capital 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 846 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $305,482.

    13F-HR 0001095449-25-000037 filed by Orion Capital 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 846 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $339,737.

    13F-HR 0001095449-25-000012 filed by Orion Capital 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 846 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $317,571.

    13F-HR 0001095449-24-000089 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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