Warren Averett Asset Management, LLC
CIK
0001568787
City
BIRMINGHAM
State / Country
AL
Holdings in ARDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $171,304 | 12,880 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $179,617 | 12,766 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $180,025 | 12,660 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $177,262 | 12,554 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $188,179 | 12,454 | Shares | Sole | 2025-02-14 |