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JIM SAULNIER & ASSOCIATES, LLC: AOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JIM SAULNIER & ASSOCIATES, LLC on AOM, newest first. How the timeline and the estimate are built.

JIM SAULNIER & ASSOCIATES, LLC held 62,051 AOM 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 62,051 shares
    Change vs previous 13F +5,313 shares

    1.25% of the 13F portfolio, value $3,095,709.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 56,738 shares
    Change vs previous 13F +8,971 shares

    1.31% of the 13F portfolio, value $2,687,664.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 47,767 shares
    Change vs previous 13F +14,180 shares

    1.18% of the 13F portfolio, value $2,279,903.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 33,587 shares
    Change vs previous 13F +5,936 shares

    0.89% of the 13F portfolio, value $1,598,068.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, 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 27,651 shares
    Change vs previous 13F -854 shares

    0.87% of the 13F portfolio, value $1,273,043.

    13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, 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 28,505 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,250,800.

    13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, 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 28,505 shares
    Change vs previous 13F +886 shares

    1.07% of the 13F portfolio, value $1,238,257.

    13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, 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 27,619 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,245,878.

    13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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