JIM SAULNIER & ASSOCIATES, LLC: AOR position timeline

JIM SAULNIER & ASSOCIATES, LLC held 453,418 AOR 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 453,418 shares

   Change vs previous 13F +41,160 shares

   12.68% of the 13F portfolio, value $31,512,546.

   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 412,258 shares

   Change vs previous 13F +20,217 shares

   12.91% of the 13F portfolio, value $26,528,828.

   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 392,041 shares

   Change vs previous 13F +99,906 shares

   13.21% of the 13F portfolio, value $25,486,612.

   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 292,135 shares

   Change vs previous 13F +9,111 shares

   10.48% of the 13F portfolio, value $18,807,626.

   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 283,024 shares

   Change vs previous 13F +37,097 shares

   11.88% of the 13F portfolio, value $17,425,805.

   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 245,927 shares

   Change vs previous 13F +41,146 shares

   11.02% of the 13F portfolio, value $14,158,024.

   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 204,781 shares

   Change vs previous 13F +19,363 shares

   10.13% of the 13F portfolio, value $11,738,054.

   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 185,418 shares

   Change vs previous 13F not available

   10.74% of the 13F portfolio, value $10,984,186.

   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).