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Disclosery

Plan A Wealth LLC: ORLY position timeline

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

Plan A Wealth LLC held 12,329 ORLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,329 shares
    Change vs previous 13F +641 shares

    0.38% of the 13F portfolio, value $1,053,020.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,688 shares
    Change vs previous 13F +1,257 shares

    0.46% of the 13F portfolio, value $1,076,348.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,431 shares
    Change vs previous 13F +693 shares

    0.46% of the 13F portfolio, value $962,886.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,738 shares
    Change vs previous 13F +364 shares

    0.43% of the 13F portfolio, value $888,203.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,374 shares
    Change vs previous 13F +1,194 shares

    0.51% of the 13F portfolio, value $1,010,611.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,180 shares
    Change vs previous 13F +7,915 shares

    0.42% of the 13F portfolio, value $737,263.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 265 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $379,634.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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