BG β€” BUNGE GLOBAL SA

Ownership history in Orca Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Orca Wealth Management, LLC reported BUNGE GLOBAL SA (BG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 1.11% in 2024 Q4. The latest visible filing shows BG at 0.97% 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 BG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orca Wealth Management, LLC's position in BUNGE GLOBAL SA, 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
2025 Q3

BG was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Orca Wealth Management, LLC held BG β€” position size vs. price
% of Fund (quarterly)    BG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,804 -160 -1.0% 0.97% $1.3M 2025-11-13 $95.64
2025 Q2 ADDED 15,964 +46 +0.3% 1.08% $1.3M 2025-07-22 $74.05
2025 Q1 REDUCED 15,918 -8 -0.1% 1.09% $1.2M 2025-05-08 $73.99
2024 Q4 INITIATED 15,926 β€” β€” 1.11% $1.2M 2025-01-22 $74.85

🏒 Other funds also holding BG

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.02% Ares Financial Consulting, LLC 0.0%

FAQ About Orca Wealth Management, LLC and BG

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

How long has Orca Wealth Management, LLC reported owning BG?

Orca Wealth Management, LLC reported BG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BG position in Orca Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BG was 1.11% in 2024 Q4.

What is the latest reported BG position on this page?

The most recent filing on this page is 2025 Q3, when Orca Wealth Management, LLC reported 15,804 shares, equal to 0.97% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BG ownership page compare?

The chart compares Orca Wealth Management, LLC's quarterly BG 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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