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Disclosery

Ellenbecker Investment Group: AOR position timeline

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

Ellenbecker Investment Group held 159,634 AOR 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 159,634 shares
    Change vs previous 13F +13,526 shares

    1.29% of the 13F portfolio, value $11,094,571.

    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 146,108 shares
    Change vs previous 13F +33,037 shares

    1.27% of the 13F portfolio, value $9,402,093.

    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 113,071 shares
    Change vs previous 13F +10,337 shares

    1.03% of the 13F portfolio, value $7,350,772.

    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 102,734 shares
    Change vs previous 13F +4,351 shares

    0.98% of the 13F portfolio, value $6,614,012.

    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 98,383 shares
    Change vs previous 13F -1,339 shares

    0.98% of the 13F portfolio, value $6,057,486.

    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 99,722 shares
    Change vs previous 13F -2,690 shares

    1.03% of the 13F portfolio, value $5,741,051.

    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 102,412 shares
    Change vs previous 13F +23,157 shares

    1.05% of the 13F portfolio, value $5,870,299.

    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 79,255 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,695,080.

    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).