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Rockbridge Asset Management LLC: ORLY position timeline

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

Rockbridge Asset Management LLC held 143,595 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,595 shares
    Change vs previous 13F -2,289 shares

    8.67% of the 13F portfolio, value $13,223,664.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset Management 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 145,884 shares
    Change vs previous 13F -16,001 shares

    9.08% of the 13F portfolio, value $13,466,552.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset Management 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 161,885 shares
    Change vs previous 13F 0 shares

    8.95% of the 13F portfolio, value $14,765,531.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset Management 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 161,885 shares
    Change vs previous 13F -11,575 shares

    10.3% of the 13F portfolio, value $17,452,822.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset Management 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 173,460 shares
    Change vs previous 13F +161,856 shares

    8.9% of the 13F portfolio, value $15,633,950.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset Management 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 11,604 shares
    Change vs previous 13F +39 shares

    10.17% of the 13F portfolio, value $16,623,658.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset Management 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 11,565 shares
    Change vs previous 13F not available

    7.8% of the 13F portfolio, value $13,713,777.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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