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KINGSWOOD WEALTH ADVISORS, LLC: ORLY position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 9,853 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,853 shares
    Change vs previous 13F -223 shares

    0.04% of the 13F portfolio, value $907,363.

    13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, 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 10,076 shares
    Change vs previous 13F -4,547 shares

    0.04% of the 13F portfolio, value $930,116.

    13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, 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 14,623 shares
    Change vs previous 13F -2,101 shares

    0.06% of the 13F portfolio, value $1,333,764.

    13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, 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 16,724 shares
    Change vs previous 13F +10,923 shares

    0.11% of the 13F portfolio, value $1,803,014.

    13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, 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 5,801 shares
    Change vs previous 13F +5,436 shares

    0.04% of the 13F portfolio, value $522,844.

    13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, 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/A 365 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $522,861.

    13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, 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 332 shares
    Change vs previous 13F -1,333 shares

    0.03% of the 13F portfolio, value $393,685.

    13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, 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 1,665 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,917,208.

    13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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