PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: ORLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on ORLY, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 114,437 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 114,437 sharesChange vs previous 13F +74,385 shares
1.57% of the 13F portfolio, value $10,538,503.
13F-HR 0001104659-26-084978 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, 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 40,052 sharesChange vs previous 13F -219 shares
0.62% of the 13F portfolio, value $3,697,200.
13F-HR 0001104659-26-052511 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, 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 40,271 sharesChange vs previous 13F +97 shares
0.66% of the 13F portfolio, value $3,673,118.
13F-HR 0001104659-26-011384 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, 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 40,174 sharesChange vs previous 13F -266 shares
0.84% of the 13F portfolio, value $4,331,159.
13F-HR 0001104659-25-110880 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, 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 40,440 sharesChange vs previous 13F +37,764 shares
0.82% of the 13F portfolio, value $3,644,857.
13F-HR 0001104659-25-078844 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,676 sharesChange vs previous 13F +36 shares
1.02% of the 13F portfolio, value $3,833,584.
13F-HR 0001104659-25-043873 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,640 sharesChange vs previous 13F -42 shares
0.91% of the 13F portfolio, value $3,130,512.
13F-HR 0001104659-25-012074 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,682 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $3,088,591.
13F-HR 0001104659-24-117440 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).