Skip to content
Disclosery

AA Financial Advisors, LLC: POCT position timeline

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

AA Financial Advisors, LLC held 182,430 POCT 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 182,430 shares
    Change vs previous 13F -6,971 shares

    1.02% of the 13F portfolio, value $8,466,576.

    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 189,401 shares
    Change vs previous 13F -4,096 shares

    1.15% of the 13F portfolio, value $8,165,077.

    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 193,497 shares
    Change vs previous 13F -9,632 shares

    1.57% of the 13F portfolio, value $8,498,388.

    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 203,129 shares
    Change vs previous 13F +1,128 shares

    1.72% of the 13F portfolio, value $8,754,860.

    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 202,001 shares
    Change vs previous 13F -1,101 shares

    1.8% of the 13F portfolio, value $8,342,641.

    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 203,102 shares
    Change vs previous 13F +222 shares

    1.92% of the 13F portfolio, value $7,890,513.

    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 202,880 shares
    Change vs previous 13F +18,192 shares

    2.14% of the 13F portfolio, value $8,027,231.

    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 184,688 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $7,193,598.

    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).