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Disclosery

Waterloo Capital, L.P.: AOK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on AOK, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 20,260 AOK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,260 shares
    Change vs previous 13F -15,042 shares

    0.05% of the 13F portfolio, value $840,385.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 35,302 shares
    Change vs previous 13F -756 shares

    0.1% of the 13F portfolio, value $1,408,197.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 36,058 shares
    Change vs previous 13F +22,065 shares

    0.1% of the 13F portfolio, value $1,447,008.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 13,993 shares
    Change vs previous 13F +3,329 shares

    0.04% of the 13F portfolio, value $561,959.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 10,664 shares
    Change vs previous 13F +1,610 shares

    0.03% of the 13F portfolio, value $416,642.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 9,054 shares
    Change vs previous 13F -1,767 shares

    0.03% of the 13F portfolio, value $340,702.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 10,821 shares
    Change vs previous 13F -8,919 shares

    0.04% of the 13F portfolio, value $403,623.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 19,740 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $763,148.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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