JACOBSON & SCHMITT ADVISORS, LLC: AAON position timeline

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

JACOBSON & SCHMITT ADVISORS, LLC held 155,304 AAON shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 155,304 shares
Change vs previous 13F -682 shares
3.22% of the 13F portfolio, value $19,701,866.
13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT ADVISORS, LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 155,986 shares
Change vs previous 13F not available
2.34% of the 13F portfolio, value $12,907,842.
13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT ADVISORS, LLC
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).