Ownership history in ORG Partners LLC · 10 quarters on record
This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES MSCI USA MIN VOL (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | — | -28 | -100.0% | 0.00% | $54 | $94.36 |
| 2025 Q2 | UNCHANGED | 28 | — | 0% | 0.00% | $3K | $92.74 |
| 2025 Q1 | REDUCED | 28 | -34,940 | -99.9% | 0.00% | $3K | $92.21 |
| 2024 Q4 | REDUCED | 34,968 | -27 | -0.1% | 0.42% | $3.1M | $87.11 |
| 2024 Q3 | REDUCED | 34,995 | -487 | -1.4% | 0.51% | $3.2M | $89.17 |
| 2024 Q2 | REDUCED | 35,482 | -2,223 | -5.9% | 0.37% | $3.0M | $81.63 |
| 2023 Q4 | ADDED | 37,705 | +36,520 | +3081.9% | 0.49% | $2.9M | $75.26 |
| 2023 Q3 | REDUCED | 1,185 | -64,002 | -98.2% | 0.00% | $1K | $69.43 |
| 2023 Q2 | ADDED | 65,187 | +2,337 | +3.7% | 0.79% | $4.8M | $70.93 |
| 2023 Q1 | INITIATED | 62,850 | — | — | 1.12% | $4.6M | $69.14 |
As of 2025 Q4 — sorted by position size