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Cyndeo Wealth Partners, LLC: ORLY position timeline

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

Cyndeo Wealth Partners, LLC held 31,728 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,728 shares
    Change vs previous 13F +1,489 shares

    0.14% of the 13F portfolio, value $2,921,833.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 30,239 shares
    Change vs previous 13F -11,090 shares

    0.15% of the 13F portfolio, value $2,791,362.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 41,329 shares
    Change vs previous 13F +902 shares

    0.2% of the 13F portfolio, value $3,769,618.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 40,427 shares
    Change vs previous 13F -642 shares

    0.24% of the 13F portfolio, value $4,358,435.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 41,069 shares
    Change vs previous 13F +38,481 shares

    0.22% of the 13F portfolio, value $3,701,549.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 2,588 shares
    Change vs previous 13F -73 shares

    0.24% of the 13F portfolio, value $3,707,517.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 2,661 shares
    Change vs previous 13F +153 shares

    0.21% of the 13F portfolio, value $3,155,414.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 2,508 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,888,213.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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