Waterford Advisors, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterford Advisors, LLC on APH, newest first. How the timeline and the estimate are built.
Waterford Advisors, LLC held 5,959 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,959 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $1,050,691.
13F-HR 0001960657-26-000003 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,959 sharesChange vs previous 13F -325 shares
0.23% of the 13F portfolio, value $710,015.
13F-HR 0001960657-26-000002 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,284 sharesChange vs previous 13F +6,284 shares
0.33% of the 13F portfolio, value $849,220.
13F-HR 0001960657-26-000001 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -144,576 shares
13F-HR 0001960657-25-000007 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 144,576 sharesChange vs previous 13F +144,576 shares
0.25% of the 13F portfolio, value $620,545.
13F-HR 0001960657-25-000005 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -10,284 shares
13F-HR 0001960657-25-000002 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 10,284 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $714,224.
13F-HR 0001960657-25-000001 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,284 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $670,105.
13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).