Daner Wealth Management, LLC: ORLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daner Wealth Management, LLC on ORLY, newest first. How the timeline and the estimate are built.
Daner Wealth Management, LLC held 2,428 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,428 sharesChange vs previous 13F +53 shares
0.12% of the 13F portfolio, value $224,784.
13F-HR 0001956649-26-000003 filed by Daner Wealth Management, 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 2,375 sharesChange vs previous 13F -390 shares
0.13% of the 13F portfolio, value $218,120.
13F-HR 0001956649-26-000002 filed by Daner Wealth Management, 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 2,765 sharesChange vs previous 13F +269 shares
0.16% of the 13F portfolio, value $258,362.
13F-HR 0001956649-26-000001 filed by Daner Wealth Management, 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 2,496 sharesChange vs previous 13F +517 shares
0.16% of the 13F portfolio, value $253,594.
13F-HR 0001956649-25-000006 filed by Daner Wealth Management, 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 1,979 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $201,640.
13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).