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WestEnd Advisors, LLC: AOR position timeline

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

WestEnd Advisors, LLC held 13,551 AOR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,551 shares
    Change vs previous 13F -66,532 shares

    0.02% of the 13F portfolio, value $941,788.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 80,083 shares
    Change vs previous 13F +30,137 shares

    0.12% of the 13F portfolio, value $5,153,493.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 49,946 shares
    Change vs previous 13F +32,386 shares

    0.08% of the 13F portfolio, value $3,247,037.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 17,560 shares
    Change vs previous 13F -26,863 shares

    0.03% of the 13F portfolio, value $1,130,559.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 44,423 shares
    Change vs previous 13F -52,682 shares

    0.07% of the 13F portfolio, value $2,735,237.

    13F-HR 0001398344-25-013593 filed by WestEnd 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 97,105 shares
    Change vs previous 13F -149,183 shares

    0.15% of the 13F portfolio, value $5,590,351.

    13F-HR 0001398344-25-007692 filed by WestEnd 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 246,288 shares
    Change vs previous 13F +202,603 shares

    0.36% of the 13F portfolio, value $14,117,204.

    13F-HR 0001398344-25-001236 filed by WestEnd 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 43,685 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,587,879.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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