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Net Worth Advisory Group: AER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on AER, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 9,256 AER shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,256 shares
    Change vs previous 13F -488 shares

    0.34% of the 13F portfolio, value $1,349,313.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 9,744 shares
    Change vs previous 13F -543 shares

    0.28% of the 13F portfolio, value $1,336,622.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 10,287 shares
    Change vs previous 13F +1,213 shares

    0.3% of the 13F portfolio, value $1,478,817.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 9,074 shares
    Change vs previous 13F -1,808 shares

    0.32% of the 13F portfolio, value $1,097,970.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 10,882 shares
    Change vs previous 13F +847 shares

    0.28% of the 13F portfolio, value $1,273,140.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 10,035 shares
    Change vs previous 13F -53 shares

    0.32% of the 13F portfolio, value $1,025,308.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 10,088 shares
    Change vs previous 13F +62 shares

    0.29% of the 13F portfolio, value $965,414.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 10,026 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $949,660.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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