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Investment Advisory Group, LLC: AOK position timeline

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

Investment Advisory Group, LLC held 158,398 AOK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,398 shares
    Change vs previous 13F +11,127 shares

    1.43% of the 13F portfolio, value $6,570,365.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 147,271 shares
    Change vs previous 13F +2,883 shares

    1.49% of the 13F portfolio, value $5,874,659.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 144,388 shares
    Change vs previous 13F +1,962 shares

    1.49% of the 13F portfolio, value $5,794,295.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 142,426 shares
    Change vs previous 13F +783 shares

    1.56% of the 13F portfolio, value $5,719,836.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 141,643 shares
    Change vs previous 13F -2,923 shares

    1.68% of the 13F portfolio, value $5,533,985.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 144,566 shares
    Change vs previous 13F +4,099 shares

    1.82% of the 13F portfolio, value $5,440,018.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 140,467 shares
    Change vs previous 13F -2,025 shares

    1.75% of the 13F portfolio, value $5,239,427.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 142,492 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $5,508,732.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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