Archvest Wealth Advisors, Inc.: AOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on AOM, newest first. How the timeline and the estimate are built.
Archvest Wealth Advisors, Inc. held 0 AOM shares at 2025-09-30 per its 13F-HR filed 2025-10-29.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,615 shares
13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 5,615 sharesChange vs previous 13F +150 shares
0.23% of the 13F portfolio, value $258,515.
13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,465 sharesChange vs previous 13F -869 shares
0.2% of the 13F portfolio, value $239,804.
13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,334 sharesChange vs previous 13F +387 shares
0.2% of the 13F portfolio, value $275,149.
13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,947 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $268,269.
13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).