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Disclosery

Transform Wealth, LLC: ORLY position timeline

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

Transform Wealth, LLC held 346 ORLY shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 346 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $495,673.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 411 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $487,364.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 523 shares
    Change vs previous 13F -5,741 shares

    0.04% of the 13F portfolio, value $602,287.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 6,264 shares
    Change vs previous 13F -2,216 shares

    0.5% of the 13F portfolio, value $6,614,863.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 8,480 shares
    Change vs previous 13F +135 shares

    0.91% of the 13F portfolio, value $9,573,070.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 8,345 shares
    Change vs previous 13F +163 shares

    0.77% of the 13F portfolio, value $7,928,418.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 8,182 shares
    Change vs previous 13F +38 shares

    0.78% of the 13F portfolio, value $7,436,293.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 8,144 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,779,964.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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