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RTD Financial Advisors, Inc.: AOR position timeline

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

RTD Financial Advisors, Inc. held 24,447 AOR 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 24,447 shares
    Change vs previous 13F -1,873 shares

    0.18% of the 13F portfolio, value $1,675,089.

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

  2. period ended2026-06-30
    13F 26,320 shares
    Change vs previous 13F +295 shares

    0.2% of the 13F portfolio, value $1,829,207.

    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 26,025 shares
    Change vs previous 13F +1,382 shares

    0.21% of the 13F portfolio, value $1,674,739.

    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 24,643 shares
    Change vs previous 13F -2,201 shares

    0.2% of the 13F portfolio, value $1,602,072.

    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 26,844 shares
    Change vs previous 13F +611 shares

    0.21% of the 13F portfolio, value $1,728,191.

    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 26,233 shares
    Change vs previous 13F -3,051 shares

    0.21% of the 13F portfolio, value $1,615,186.

    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 29,284 shares
    Change vs previous 13F +1,894 shares

    0.23% of the 13F portfolio, value $1,685,880.

    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 27,390 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,569,995.

    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).