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Disclosery

CreativeOne Wealth, LLC: ORLY position timeline

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

CreativeOne Wealth, LLC held 15,248 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,248 shares
    Change vs previous 13F -1,151 shares

    0.03% of the 13F portfolio, value $1,404,188.

    13F-HR 0001739728-26-000004 filed by CreativeOne 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 ended2026-03-31
    13F 16,399 shares
    Change vs previous 13F -2,501 shares

    0.04% of the 13F portfolio, value $1,513,770.

    13F-HR 0001739728-26-000003 filed by CreativeOne 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 ended2025-12-31
    13F 18,900 shares
    Change vs previous 13F -2,863 shares

    0.04% of the 13F portfolio, value $1,723,848.

    13F-HR 0001739728-26-000001 filed by CreativeOne 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 ended2025-09-30
    13F 21,763 shares
    Change vs previous 13F -2,031 shares

    0.06% of the 13F portfolio, value $2,346,269.

    13F-HR 0001739728-25-000007 filed by CreativeOne 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 ended2025-06-30
    13F 23,794 shares
    Change vs previous 13F +22,308 shares

    0.06% of the 13F portfolio, value $2,144,553.

    13F-HR 0001739728-25-000004 filed by CreativeOne 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 ended2025-03-31
    13F 1,486 shares
    Change vs previous 13F -22 shares

    0.06% of the 13F portfolio, value $2,128,814.

    13F-HR 0001739728-25-000003 filed by CreativeOne 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 ended2024-12-31
    13F 1,508 shares
    Change vs previous 13F +186 shares

    0.05% of the 13F portfolio, value $1,788,186.

    13F-HR 0001739728-25-000001 filed by CreativeOne 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 ended2024-09-30
    13F 1,322 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,522,416.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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