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Dakota Wealth Management: ORLY position timeline

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

Dakota Wealth Management held 50,106 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,106 shares
    Change vs previous 13F -10,967 shares

    0.09% of the 13F portfolio, value $4,614,235.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 61,073 shares
    Change vs previous 13F -74,782 shares

    0.12% of the 13F portfolio, value $5,637,650.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 135,855 shares
    Change vs previous 13F -29,322 shares

    0.22% of the 13F portfolio, value $12,391,336.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 165,177 shares
    Change vs previous 13F -55,504 shares

    0.36% of the 13F portfolio, value $17,807,733.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 220,681 shares
    Change vs previous 13F +204,933 shares

    0.42% of the 13F portfolio, value $19,889,979.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 15,748 shares
    Change vs previous 13F +2,448 shares

    0.53% of the 13F portfolio, value $22,560,271.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 13,300 shares
    Change vs previous 13F +829 shares

    0.36% of the 13F portfolio, value $15,771,141.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 12,471 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,361,605.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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