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Polaris Wealth Advisory Group, LLC: ORLY position timeline

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

Polaris Wealth Advisory Group, LLC held 7,084 ORLY shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 7,084 shares
    Change vs previous 13F -9 shares

    0.49% of the 13F portfolio, value $6,438,364.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 7,093 shares
    Change vs previous 13F -61 shares

    0.51% of the 13F portfolio, value $6,775,943.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 7,154 shares
    Change vs previous 13F -139 shares

    0.45% of the 13F portfolio, value $6,073,603.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 7,293 shares
    Change vs previous 13F -1,475 shares

    0.45% of the 13F portfolio, value $6,020,372.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 8,768 shares
    Change vs previous 13F -1,010 shares

    0.53% of the 13F portfolio, value $6,353,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 9,778 shares
    Change vs previous 13F -1,291 shares

    0.49% of the 13F portfolio, value $6,177,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 11,069 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,045,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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