Arete Wealth Advisors, LLC: ORLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on ORLY, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 0 ORLY shares at 2025-12-31 per its 13F-HR/A filed 2026-08-11.
the latest 13F is the newest step
- period ended2025-12-3113F/A 0 sharesChange vs previous 13F -2,779 shares
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,779 sharesChange vs previous 13F -26 shares
0.02% of the 13F portfolio, value $297,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,805 sharesChange vs previous 13F +2,607 shares
0.02% of the 13F portfolio, value $253,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 198 sharesChange vs previous 13F +21 shares
0.02% of the 13F portfolio, value $284,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 177 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $210,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).