ORLA β€” ORLA MNG LTD NEW

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  Β·  7 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported ORLA MNG LTD NEW (ORLA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows ORLA at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in ORLA MNG LTD NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORLA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held ORLA β€” position size vs. price
% of Fund (quarterly)    ORLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 29,720 β€” 0% 0.03% $476K 2026-04-14 $17.79
2025 Q4 ADDED 29,720 +14,120 +90.5% 0.03% $400K 2026-01-07 $14.28
2025 Q3 UNCHANGED 15,600 β€” 0% 0.01% $168K 2025-10-14 $13.13
2025 Q2 UNCHANGED 15,600 β€” 0% 0.01% $156K 2025-07-24 $10.07
2025 Q1 ADDED 15,600 +1,600 +11.4% 0.01% $146K 2025-04-14 $11.07
2024 Q4 UNCHANGED 14,000 β€” 0% 0.01% $77K 2025-01-22 $6.01
2024 Q3 INITIATED 14,000 β€” β€” 0.00% $56K 2024-10-16 $4.59

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and ORLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning ORLA?

BALDWIN WEALTH PARTNERS LLC/MA reported ORLA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ORLA position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for ORLA was 0.03% in 2026 Q1.

What is the latest reported ORLA position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 29,720 shares, equal to 0.03% of portfolio, with an estimated market value of $476K.

What does the chart on this ORLA ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly ORLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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