Position in ORLY
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$13,353
+$6,338 QoQ
Shares Held
145
+90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#374
of 410 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Dogwood Wealth Management LLC holds $35,556 across 5 Auto Parts names. ORLY ranks #1 (37.6% of the industry book) .
All Filings in ORLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,353 | 145 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $7,015 | 76 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,222 | 134 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,357 | 161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,858 | 65 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $95 | 1 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||