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Moss Adams Wealth Advisors LLC: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moss Adams Wealth Advisors LLC on AOA, newest first. How the timeline and the estimate are built.

Moss Adams Wealth Advisors LLC held 20,982 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,982 shares
    Change vs previous 13F -1,935 shares

    0.13% of the 13F portfolio, value $2,047,815.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 22,917 shares
    Change vs previous 13F +3,988 shares

    0.15% of the 13F portfolio, value $2,027,962.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 18,929 shares
    Change vs previous 13F -102 shares

    0.12% of the 13F portfolio, value $1,695,319.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 19,031 shares
    Change vs previous 13F +8,847 shares

    0.13% of the 13F portfolio, value $1,677,411.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 10,184 shares
    Change vs previous 13F +1,777 shares

    0.08% of the 13F portfolio, value $849,386.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors 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 8,407 shares
    Change vs previous 13F +2,940 shares

    0.07% of the 13F portfolio, value $643,150.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors 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 5,467 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $418,841.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors 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 5,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $421,770.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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