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Pinion Investment Advisors, LLC: AAAU position timeline

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

Pinion Investment Advisors, LLC held 103,766 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,766 shares
    Change vs previous 13F +3,162 shares

    0.78% of the 13F portfolio, value $4,106,021.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 100,604 shares
    Change vs previous 13F -888 shares

    1.09% of the 13F portfolio, value $4,646,899.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 101,492 shares
    Change vs previous 13F +19,597 shares

    1.05% of the 13F portfolio, value $4,318,485.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 81,895 shares
    Change vs previous 13F +43,467 shares

    0.91% of the 13F portfolio, value $3,318,385.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 38,428 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,255,828.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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