JIM SAULNIER & ASSOCIATES, LLC: AOA position timeline

JIM SAULNIER & ASSOCIATES, LLC held 244,296 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 244,296 shares

   Change vs previous 13F +35,036 shares

   9.59% of the 13F portfolio, value $23,843,267.

   13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-07-28 (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).

2. period ended2026-03-31

   13F 209,260 shares

   Change vs previous 13F +17,297 shares

   9.01% of the 13F portfolio, value $18,517,388.

   13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-04-22 (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).

3. period ended2025-12-31

   13F 191,963 shares

   Change vs previous 13F +39,170 shares

   8.91% of the 13F portfolio, value $17,192,177.

   13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 152,793 shares

   Change vs previous 13F +5,800 shares

   7.51% of the 13F portfolio, value $13,467,218.

   13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 146,993 shares

   Change vs previous 13F +37,566 shares

   8.36% of the 13F portfolio, value $12,259,237.

   13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 109,427 shares

   Change vs previous 13F +29,731 shares

   6.51% of the 13F portfolio, value $8,371,157.

   13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 79,696 shares

   Change vs previous 13F +24,520 shares

   5.27% of the 13F portfolio, value $6,105,523.

   13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 55,176 shares

   Change vs previous 13F not available

   4.26% of the 13F portfolio, value $4,353,934.

   13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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