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Waverly Advisors, LLC: AOR position timeline

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

Waverly Advisors, LLC held 246,729 AOR 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 246,729 shares
    Change vs previous 13F -8,707 shares

    0.1% of the 13F portfolio, value $17,147,662.

    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 255,436 shares
    Change vs previous 13F +7,483 shares

    0.12% of the 13F portfolio, value $16,437,334.

    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 247,953 shares
    Change vs previous 13F -6,915 shares

    0.13% of the 13F portfolio, value $16,119,435.

    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 254,868 shares
    Change vs previous 13F +519 shares

    0.16% of the 13F portfolio, value $16,408,424.

    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 254,349 shares
    Change vs previous 13F -3,791 shares

    0.17% of the 13F portfolio, value $15,660,297.

    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 258,140 shares
    Change vs previous 13F -326 shares

    0.18% of the 13F portfolio, value $14,861,147.

    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 258,466 shares
    Change vs previous 13F +10,312 shares

    0.23% of the 13F portfolio, value $14,815,298.

    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 248,154 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $14,700,652.

    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).