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Pinnacle Wealth Planning Services, Inc. → ORXCF

Pinnacle Wealth Planning Services, Inc. ORXCF Position History

ORIX Corporation

Quarters held
5
Latest value
$384K
Q3 2026
Peak value
$406K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$275K
Q4 2025$300K
Q1 2026$318K
Q2 2026$406K
Q3 2026$384K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$384K10.2K——
Q2 2026$406K10.7K——
Q1 2026$318K10.6K——
Q4 2025$300K10.3K——
Q3 2025$275K10.5K——

Other funds holding ORXCF

Other Pinnacle Wealth Planning Services, Inc. positions

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$102.4M
ARCC

SPDR SERIES TRUST

$99.1M
ARCC

SPDR SERIES TRUST

$90.4M
ARCC

SPDR SERIES TRUST

$84.8M
ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. ORXCF Holdings: 13F Position History | Track13F