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Williams Jones Wealth Management, LLC.: ORLY position timeline

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

Williams Jones Wealth Management, LLC. held 1,273,001 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,273,001 shares
    Change vs previous 13F +1,575 shares

    1.32% of the 13F portfolio, value $117,230,662.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 1,271,426 shares
    Change vs previous 13F -5,343 shares

    1.44% of the 13F portfolio, value $117,365,334.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 1,276,769 shares
    Change vs previous 13F +48,030 shares

    1.32% of the 13F portfolio, value $116,454,100.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 1,228,739 shares
    Change vs previous 13F -1,829 shares

    1.52% of the 13F portfolio, value $132,470,352.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 1,230,568 shares
    Change vs previous 13F +1,150,917 shares

    1.33% of the 13F portfolio, value $110,911,094.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 79,651 shares
    Change vs previous 13F +956 shares

    1.46% of the 13F portfolio, value $114,106,430.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 78,695 shares
    Change vs previous 13F -8 shares

    1.13% of the 13F portfolio, value $93,316,531.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,703 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $90,634,375.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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