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COLTON GROOME FINANCIAL ADVISORS, LLC: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLTON GROOME FINANCIAL ADVISORS, LLC on AAAU, newest first. How the timeline and the estimate are built.

COLTON GROOME FINANCIAL ADVISORS, LLC held 309,570 AAAU shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 309,570 shares
    Change vs previous 13F -1,009 shares

    2.97% of the 13F portfolio, value $12,679,974.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 310,579 shares
    Change vs previous 13F +3,218 shares

    2.97% of the 13F portfolio, value $12,289,598.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME 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 ended2026-03-31
    13F 307,361 shares
    Change vs previous 13F +24,350 shares

    4.04% of the 13F portfolio, value $14,197,005.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME 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 ended2025-12-31
    13F 283,011 shares
    Change vs previous 13F +6,433 shares

    3.45% of the 13F portfolio, value $12,042,118.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME 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 ended2025-09-30
    13F 276,578 shares
    Change vs previous 13F +24,655 shares

    3.23% of the 13F portfolio, value $10,543,153.

    13F-HR 0001780330-25-000008 filed by COLTON GROOME 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 ended2025-06-30
    13F 251,923 shares
    Change vs previous 13F +11,925 shares

    2.79% of the 13F portfolio, value $8,232,844.

    13F-HR 0001780330-25-000006 filed by COLTON GROOME 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 ended2025-03-31
    13F 239,998 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $7,814,335.

    13F-HR 0001780330-25-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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