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Archvest Wealth Advisors, Inc.: AOK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on AOK, newest first. How the timeline and the estimate are built.

Archvest Wealth Advisors, Inc. held 6,387 AOK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,387 shares
    Change vs previous 13F -1,438 shares

    0.15% of the 13F portfolio, value $264,939.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 7,825 shares
    Change vs previous 13F -3,230 shares

    0.2% of the 13F portfolio, value $312,145.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 11,055 shares
    Change vs previous 13F -481 shares

    0.28% of the 13F portfolio, value $443,643.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 11,536 shares
    Change vs previous 13F -91,514 shares

    0.41% of the 13F portfolio, value $463,281.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 103,050 shares
    Change vs previous 13F -287 shares

    3.51% of the 13F portfolio, value $4,026,159.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 103,337 shares
    Change vs previous 13F -9,427 shares

    3.22% of the 13F portfolio, value $3,888,565.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 112,764 shares
    Change vs previous 13F +9,683 shares

    3.05% of the 13F portfolio, value $4,206,103.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 103,081 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,985,115.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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