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AIMZ Investment Advisors, LLC: TROW position timeline

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

AIMZ Investment Advisors, LLC held 48,258 TROW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,258 shares
    Change vs previous 13F -20 shares

    1.51% of the 13F portfolio, value $5,486,404.

    13F-HR 0001630365-26-000007 filed by AIMZ Investment 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 48,278 shares
    Change vs previous 13F -142 shares

    1.34% of the 13F portfolio, value $4,351,776.

    13F-HR 0001630365-26-000005 filed by AIMZ Investment 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 48,420 shares
    Change vs previous 13F -133 shares

    1.42% of the 13F portfolio, value $4,957,260.

    13F-HR 0001630365-26-000002 filed by AIMZ Investment 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 48,553 shares
    Change vs previous 13F -592 shares

    1.56% of the 13F portfolio, value $4,983,496.

    13F-HR 0001630365-25-000011 filed by AIMZ Investment 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 49,145 shares
    Change vs previous 13F -579 shares

    1.59% of the 13F portfolio, value $4,742,477.

    13F-HR 0001630365-25-000009 filed by AIMZ Investment 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 49,724 shares
    Change vs previous 13F +3,639 shares

    1.59% of the 13F portfolio, value $4,568,144.

    13F-HR 0001630365-25-000005 filed by AIMZ Investment 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 46,085 shares
    Change vs previous 13F -1,104 shares

    1.81% of the 13F portfolio, value $5,211,770.

    13F-HR 0001630365-25-000002 filed by AIMZ Investment 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 47,189 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,140,284.

    13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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