ORLEANS CAPITAL MANAGEMENT CORP/LA VKQ INVESCO MUNICIPAL TRUST

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  8 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported INVESCO MUNICIPAL TRUST (VKQ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows VKQ at 0.08% 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 VKQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORLEANS CAPITAL MANAGEMENT CORP/LA's position in INVESCO MUNICIPAL TRUST, 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 Q2

VKQ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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 Q2

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 ORLEANS CAPITAL MANAGEMENT CORP/LA held VKQ — position size vs. price
% of Fund (quarterly)    VKQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 14,630 0% 0.08% $147K 2026-08-12 $9.78
2026 Q1 UNCHANGED 14,630 0% 0.09% $139K 2026-05-14 $9.49
2025 Q4 UNCHANGED 14,630 0% 0.09% $141K 2026-02-13 $9.51
2025 Q3 REDUCED 17.9% +1.4% 14,630 -3,200 -17.9% 0.09% $141K 2025-11-12 $9.12
2025 Q2 UNCHANGED 17,830 0% 0.09% $163K 2025-08-13 $8.49
2025 Q1 UNCHANGED 17,830 0% 0.10% $172K 2025-05-09 $8.49
2024 Q4 UNCHANGED 17,830 0% 0.10% $177K 2025-02-12 $8.69
2024 Q3 INITIATED 17,830 0.10% $183K 2024-11-14 $8.75

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and VKQ

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

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning VKQ?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported VKQ across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VKQ position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for VKQ was 0.10% in 2024 Q3.

What is the latest reported VKQ position on this page?

The most recent filing on this page is 2026 Q2, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 14,630 shares, equal to 0.08% of portfolio, with an estimated market value of $147K.

What does the chart on this VKQ ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA's quarterly VKQ 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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