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Strategic Wealth Investment Group, LLC: ORLY position timeline

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

Strategic Wealth Investment Group, LLC held 108,262 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,262 shares
    Change vs previous 13F +3,044 shares

    1.21% of the 13F portfolio, value $9,969,848.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment 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 ended2026-03-31
    13F 105,218 shares
    Change vs previous 13F +2,396 shares

    1.23% of the 13F portfolio, value $9,712,674.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment 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 ended2025-12-31
    13F 102,822 shares
    Change vs previous 13F -40,624 shares

    1.15% of the 13F portfolio, value $9,378,395.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment 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 ended2025-09-30
    13F 143,446 shares
    Change vs previous 13F +133,973 shares

    1.3% of the 13F portfolio, value $15,464,913.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment 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 ended2025-06-30
    13F 9,473 shares
    Change vs previous 13F +8,857 shares

    1.24% of the 13F portfolio, value $853,801.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment 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 ended2025-03-31
    13F 616 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $882,469.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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