Phil A. Younker & Associates, Ltd.: AOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on AOR, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 157,991 AOR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 157,991 shares
Change vs previous 13F -18,483 shares
7.4% of the 13F portfolio, value $10,980,374.
13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 176,474 shares
Change vs previous 13F -1,073 shares
7.57% of the 13F portfolio, value $11,356,102.
13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 177,547 shares
Change vs previous 13F +45,174 shares
8.05% of the 13F portfolio, value $11,542,330.
13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 132,373 shares
Change vs previous 13F +14,726 shares
6.53% of the 13F portfolio, value $8,522,174.
13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 117,647 shares
Change vs previous 13F -1,421 shares
7.14% of the 13F portfolio, value $7,243,526.
13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 119,068 shares
Change vs previous 13F -2,043 shares
6.75% of the 13F portfolio, value $6,854,745.
13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 121,111 shares
Change vs previous 13F not available
6.94% of the 13F portfolio, value $6,942,083.
13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).