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RTD Financial Advisors, Inc.: AOA position timeline

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

RTD Financial Advisors, Inc. held 34,927 AOA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,927 shares
    Change vs previous 13F +7,402 shares

    0.37% of the 13F portfolio, value $3,397,362.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,525 shares
    Change vs previous 13F +379 shares

    0.29% of the 13F portfolio, value $2,686,400.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,146 shares
    Change vs previous 13F -2,723 shares

    0.3% of the 13F portfolio, value $2,402,167.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,869 shares
    Change vs previous 13F +1,186 shares

    0.33% of the 13F portfolio, value $2,675,081.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,683 shares
    Change vs previous 13F -286 shares

    0.3% of the 13F portfolio, value $2,528,141.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,969 shares
    Change vs previous 13F +1,143 shares

    0.31% of the 13F portfolio, value $2,416,053.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,826 shares
    Change vs previous 13F +1,870 shares

    0.29% of the 13F portfolio, value $2,128,707.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,956 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,988,517.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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