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AA Financial Advisors, LLC: PSR position timeline

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

AA Financial Advisors, LLC held 7,139 PSR 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 7,139 shares
    Change vs previous 13F -742 shares

    0.09% of the 13F portfolio, value $732,254.

    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 7,881 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $729,777.

    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 7,881 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $711,970.

    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 7,881 shares
    Change vs previous 13F -695 shares

    0.14% of the 13F portfolio, value $730,291.

    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 8,576 shares
    Change vs previous 13F -5,760 shares

    0.17% of the 13F portfolio, value $783,149.

    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 14,336 shares
    Change vs previous 13F -1,417 shares

    0.32% of the 13F portfolio, value $1,326,518.

    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 15,753 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $1,422,338.

    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 15,745 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,550,928.

    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).