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Disclosery

Annex Advisory Services, LLC: ORLY position timeline

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

Annex Advisory Services, LLC held 423,658 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 423,658 shares
    Change vs previous 13F -11,268 shares

    0.67% of the 13F portfolio, value $39,014,671.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 434,926 shares
    Change vs previous 13F +5,212 shares

    0.75% of the 13F portfolio, value $40,148,025.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 429,714 shares
    Change vs previous 13F -165,220 shares

    0.75% of the 13F portfolio, value $39,194,173.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 594,934 shares
    Change vs previous 13F +29,855 shares

    1.37% of the 13F portfolio, value $64,139,813.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 565,079 shares
    Change vs previous 13F +526,608 shares

    1.23% of the 13F portfolio, value $50,930,552.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 38,471 shares
    Change vs previous 13F +4,444 shares

    1.56% of the 13F portfolio, value $55,112,098.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 34,027 shares
    Change vs previous 13F +6,418 shares

    1.22% of the 13F portfolio, value $40,348,647.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 27,609 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $31,794,524.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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