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Disclosery

Clearstead Trust, LLC: ORLY position timeline

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

Clearstead Trust, LLC held 12,345 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,345 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,136,851.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 12,345 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,139,567.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 12,345 shares
    Change vs previous 13F -6,240 shares

    0.18% of the 13F portfolio, value $1,125,987.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 18,585 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,003,650.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 18,585 shares
    Change vs previous 13F +17,365 shares

    0.32% of the 13F portfolio, value $1,675,066.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 1,220 shares
    Change vs previous 13F -5 shares

    0.39% of the 13F portfolio, value $1,747,748.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 1,225 shares
    Change vs previous 13F +58 shares

    0.31% of the 13F portfolio, value $1,452,605.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 1,167 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,343,917.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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