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Value Aligned Research Advisors, LLC: AAON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on AAON, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 0 AAON shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -41,956 shares

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 41,956 shares
    Change vs previous 13F -485,918 shares

    0.07% of the 13F portfolio, value $3,199,145.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 527,874 shares
    Change vs previous 13F +193,376 shares

    1.14% of the 13F portfolio, value $49,324,547.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 334,498 shares
    Change vs previous 13F +296,036 shares

    1.1% of the 13F portfolio, value $24,669,228.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,462 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,005,036.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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