National Wealth Management Group, LLC: AOK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on AOK, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 10,982 AOK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,982 sharesChange vs previous 13F +412 shares
0.14% of the 13F portfolio, value $455,533.
13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,570 sharesChange vs previous 13F +2,550 shares
0.16% of the 13F portfolio, value $421,637.
13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,020 sharesChange vs previous 13F +8,020 shares
0.11% of the 13F portfolio, value $321,843.
13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -5,517 shares
13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 5,517 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $213,287.
13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).