Clearstead Advisors, LLC: ORLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on ORLY, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 127,584 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 127,584 sharesChange vs previous 13F -14,059 shares
0.11% of the 13F portfolio, value $11,749,231.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 141,643 sharesChange vs previous 13F +11,111 shares
0.12% of the 13F portfolio, value $13,075,082.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 130,532 sharesChange vs previous 13F +1,022 shares
0.15% of the 13F portfolio, value $11,905,840.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 129,510 sharesChange vs previous 13F +160 shares
0.2% of the 13F portfolio, value $13,962,493.
13F-HR 0000842775-25-000007 filed by Clearstead 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 129,350 sharesChange vs previous 13F +120,839 shares
0.16% of the 13F portfolio, value $11,658,286.
13F-HR 0001708001-25-000003 filed by Clearstead 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 8,511 sharesChange vs previous 13F -133 shares
0.19% of the 13F portfolio, value $12,192,116.
13F-HR 0000842775-25-000005 filed by Clearstead 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 8,644 sharesChange vs previous 13F +49 shares
0.16% of the 13F portfolio, value $10,249,581.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,595 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $9,897,542.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).