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Ellenbecker Investment Group: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellenbecker Investment Group on AOA, newest first. How the timeline and the estimate are built.

Ellenbecker Investment Group held 223,468 AOA 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 223,468 shares
    Change vs previous 13F +7,195 shares

    2.54% of the 13F portfolio, value $21,810,556.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 216,273 shares
    Change vs previous 13F +38,419 shares

    2.58% of the 13F portfolio, value $19,138,027.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 177,854 shares
    Change vs previous 13F +32,149 shares

    2.23% of the 13F portfolio, value $15,928,639.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 145,705 shares
    Change vs previous 13F +8,724 shares

    1.89% of the 13F portfolio, value $12,842,504.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 136,981 shares
    Change vs previous 13F +8,497 shares

    1.85% of the 13F portfolio, value $11,424,247.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 128,484 shares
    Change vs previous 13F +22,761 shares

    1.77% of the 13F portfolio, value $9,829,061.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 105,723 shares
    Change vs previous 13F +26,250 shares

    1.45% of the 13F portfolio, value $8,099,441.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 79,473 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $6,271,244.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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