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Gitterman Wealth Management, LLC: AAON position timeline

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

Gitterman Wealth Management, LLC held 9,074 AAON shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,074 shares
    Change vs previous 13F -445 shares

    0.19% of the 13F portfolio, value $847,932.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,519 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $702,075.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,529 shares
    Change vs previous 13F +1,529 shares

    0.2% of the 13F portfolio, value $744,514.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,000 shares
    Change vs previous 13F -1,000 shares

    0.39% of the 13F portfolio, value $941,440.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 9,000 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $970,560.

    13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,000 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $785,160.

    13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 9,000 shares
    Change vs previous 13F -18,000 shares

    0.31% of the 13F portfolio, value $792,900.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 27,000 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,994,490.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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