Skip to content
Disclosery

AAF Wealth Management, LLC: PID position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on PID, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 64,662 PID shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,662 shares
    Change vs previous 13F -3,069 shares

    0.53% of the 13F portfolio, value $1,435,489.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, 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 67,731 shares
    Change vs previous 13F -7,950 shares

    0.62% of the 13F portfolio, value $1,506,757.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, 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 75,681 shares
    Change vs previous 13F -3,492 shares

    0.7% of the 13F portfolio, value $1,664,979.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, 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 79,173 shares
    Change vs previous 13F -22 shares

    0.76% of the 13F portfolio, value $1,683,789.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, 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 79,195 shares
    Change vs previous 13F -4,183 shares

    0.74% of the 13F portfolio, value $1,623,504.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, 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 83,378 shares
    Change vs previous 13F -9,909 shares

    0.86% of the 13F portfolio, value $1,590,024.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, 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/A 93,287 shares
    Change vs previous 13F -2,295 shares

    0.86% of the 13F portfolio, value $1,708,078.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, 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/A 95,582 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,890,615.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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