Current Market Value 468,875,931
Current Holdings 1552
Most Recent File Date 2025-07-16
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by ORG Partners LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 1552 468,876
2025-04-21 2025-03-31 13F-HR 1429 20,407,827
2025-01-10 2024-12-31 13F-HR 1346 736,712
2024-10-11 2024-09-30 13F-HR 1199 624,900
2024-07-16 2024-06-30 13F-HR 1805 803,970
2024-05-06 2024-03-31 13F-HR 547 52,580
2024-01-29 2023-12-31 13F-HR 1124 598,301
2023-11-13 2023-09-30 13F-HR/A 1 R 1361 338,504
2023-11-03 2023-09-30 13F-HR 1100 108,924
2023-07-25 2023-06-30 13F-HR 1403 616,196
2023-06-01 2023-03-31 13F-HR 134 410,000