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
- period ended2026-06-3013F 8,331 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,429 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,124 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,885 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).