One Degree Advisors Inc: AAUA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Degree Advisors Inc on AAUA, newest first. How the timeline and the estimate are built.

One Degree Advisors Inc held 29,094 AAUA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 29,094 shares
Change vs previous 13F -1,605 shares
0.37% of the 13F portfolio, value $1,654,000.
13F-HR 0002005743-26-000004 filed by One Degree Advisors Inc
Filed 2026-08-03 (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).
period ended2026-03-31
13F 30,699 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $1,502,000.
13F-HR 0002005743-26-000003 filed by One Degree Advisors Inc
Filed 2026-05-01 (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).