ORG Partners LLC

All 13F Filings

Location
Roanoke, IN
Most recent 13F
Q4 2025
Holdings value ($000)
568,001
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/14/2026 1,804 568,001 13F-HR ORG Partners LLC
Q3 2025 10/24/2025 1,737 548,582 13F-HR ORG Partners LLC
Q2 2025 7/16/2025 1,677 468,876 13F-HR ORG Partners LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 256.1 K 45.1% 2.65 K 0 2.65 K
ETFs 310.3 K 54.6% 16.46 K 0 16.46 K
Other 1.66 K 0.3% 324 0 324
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Fund Snapshot

Q4 2025
Latest filed
1/14/2026
Total value ($000)
568,001
Holdings
1804
QoQ value change ($000)
19,419 (3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.