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Fidato Wealth LLC: AOA position timeline

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

Fidato Wealth LLC held 8,331 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,331 shares
    Change vs previous 13F +510 shares

    0.48% of the 13F portfolio, value $813,143.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth LLC
    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 7,821 shares
    Change vs previous 13F -304 shares

    0.45% of the 13F portfolio, value $692,118.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth LLC
    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 8,125 shares
    Change vs previous 13F +663 shares

    0.46% of the 13F portfolio, value $727,713.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,462 shares
    Change vs previous 13F -967 shares

    0.43% of the 13F portfolio, value $657,702.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,429 shares
    Change vs previous 13F +305 shares

    0.5% of the 13F portfolio, value $702,991.

    13F-HR 0001711360-25-000004 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,124 shares
    Change vs previous 13F +239 shares

    0.48% of the 13F portfolio, value $621,462.

    13F-HR 0001711360-25-000003 filed by Fidato Wealth LLC
    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 7,885 shares
    Change vs previous 13F +179 shares

    0.45% of the 13F portfolio, value $604,101.

    13F-HR 0001711360-25-000001 filed by Fidato Wealth LLC
    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 7,706 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $608,086.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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