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Disclosery

AE Wealth Management LLC: ORLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on ORLY, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 64,187 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,187 shares
    Change vs previous 13F +8,192 shares

    0.03% of the 13F portfolio, value $5,910,876.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,995 shares
    Change vs previous 13F +8,119 shares

    0.03% of the 13F portfolio, value $5,168,872.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,876 shares
    Change vs previous 13F +31,506 shares

    0.03% of the 13F portfolio, value $4,366,777.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,370 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $1,764,790.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,006 shares
    Change vs previous 13F +15,795 shares

    0.01% of the 13F portfolio, value $1,532,680.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,211 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $1,734,539.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,137 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,348,244.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,290,690.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).