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Waverly Advisors, LLC: AOM position timeline

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

Waverly Advisors, LLC held 84,372 AOM 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 84,372 shares
    Change vs previous 13F -453 shares

    0.02% of the 13F portfolio, value $4,209,306.

    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 84,825 shares
    Change vs previous 13F +1,340 shares

    0.03% of the 13F portfolio, value $4,018,183.

    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 83,485 shares
    Change vs previous 13F +5,016 shares

    0.03% of the 13F portfolio, value $3,984,753.

    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 78,469 shares
    Change vs previous 13F +1,185 shares

    0.04% of the 13F portfolio, value $3,733,550.

    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 77,284 shares
    Change vs previous 13F +2,240 shares

    0.04% of the 13F portfolio, value $3,558,163.

    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 75,044 shares
    Change vs previous 13F +1,763 shares

    0.04% of the 13F portfolio, value $3,292,917.

    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 73,281 shares
    Change vs previous 13F +3,246 shares

    0.05% of the 13F portfolio, value $3,183,314.

    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 70,035 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,159,267.

    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).