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Waverly Advisors, LLC: AOA position timeline

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

Waverly Advisors, LLC held 145,444 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,444 shares
    Change vs previous 13F +6,446 shares

    0.08% of the 13F portfolio, value $14,195,366.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    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 138,998 shares
    Change vs previous 13F +4,559 shares

    0.09% of the 13F portfolio, value $12,299,949.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 134,439 shares
    Change vs previous 13F -11,950 shares

    0.1% of the 13F portfolio, value $12,040,316.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 146,389 shares
    Change vs previous 13F -1,591 shares

    0.13% of the 13F portfolio, value $12,902,689.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 147,980 shares
    Change vs previous 13F +3,567 shares

    0.14% of the 13F portfolio, value $12,341,521.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    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 144,413 shares
    Change vs previous 13F +891 shares

    0.13% of the 13F portfolio, value $11,047,627.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    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 143,522 shares
    Change vs previous 13F -1,444 shares

    0.17% of the 13F portfolio, value $10,995,201.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    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 144,966 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,439,267.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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