Skip to content
Disclosery

AA Financial Advisors, LLC: CB position timeline

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

AA Financial Advisors, LLC held 4,613 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,613 shares
    Change vs previous 13F -646 shares

    0.19% of the 13F portfolio, value $1,571,864.

    13F-HR 0002085853-26-000768 filed by AA Financial 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 5,259 shares
    Change vs previous 13F +286 shares

    0.24% of the 13F portfolio, value $1,714,004.

    13F-HR 0002085853-26-000433 filed by AA Financial 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 4,973 shares
    Change vs previous 13F -443 shares

    0.29% of the 13F portfolio, value $1,552,023.

    13F-HR 0002085853-26-000032 filed by AA Financial 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 5,416 shares
    Change vs previous 13F +445 shares

    0.3% of the 13F portfolio, value $1,528,723.

    13F-HR 0002085853-25-000076 filed by AA Financial 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 4,971 shares
    Change vs previous 13F -124 shares

    0.31% of the 13F portfolio, value $1,440,165.

    13F-HR 0001667731-25-000783 filed by AA Financial 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 5,095 shares
    Change vs previous 13F +53 shares

    0.38% of the 13F portfolio, value $1,538,515.

    13F-HR 0001667731-25-000448 filed by AA Financial 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 5,042 shares
    Change vs previous 13F +273 shares

    0.37% of the 13F portfolio, value $1,393,182.

    13F-HR 0001667731-25-000094 filed by AA Financial 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 4,769 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,375,332.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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