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Disclosery

Ruggaard & Associates LLC: ORI position timeline

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

Ruggaard & Associates LLC held 21,064 ORI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,064 shares
    Change vs previous 13F +26 shares

    0.31% of the 13F portfolio, value $861,959.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 21,038 shares
    Change vs previous 13F -254 shares

    0.33% of the 13F portfolio, value $839,400.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 21,292 shares
    Change vs previous 13F +404 shares

    0.38% of the 13F portfolio, value $971,767.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 20,888 shares
    Change vs previous 13F -8 shares

    0.33% of the 13F portfolio, value $887,113.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 20,896 shares
    Change vs previous 13F +87 shares

    0.32% of the 13F portfolio, value $803,242.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 20,809 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $816,129.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 20,809 shares
    Change vs previous 13F -127 shares

    0.33% of the 13F portfolio, value $753,078.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 20,936 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $741,553.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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