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Disclosery

Fidato Wealth LLC: AOR position timeline

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

Fidato Wealth LLC held 11,616 AOR 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 11,616 shares
    Change vs previous 13F +353 shares

    0.47% of the 13F portfolio, value $807,340.

    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 11,263 shares
    Change vs previous 13F -190 shares

    0.47% of the 13F portfolio, value $724,806.

    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 11,453 shares
    Change vs previous 13F +146 shares

    0.48% of the 13F portfolio, value $744,570.

    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 11,307 shares
    Change vs previous 13F -1,041 shares

    0.48% of the 13F portfolio, value $727,939.

    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 12,348 shares
    Change vs previous 13F -166 shares

    0.54% of the 13F portfolio, value $760,251.

    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 12,514 shares
    Change vs previous 13F -763 shares

    0.55% of the 13F portfolio, value $720,450.

    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 13,277 shares
    Change vs previous 13F -681 shares

    0.57% of the 13F portfolio, value $761,063.

    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 13,958 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $826,877.

    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).