Selby Wealth Management, LLC: AOR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selby Wealth Management, LLC on AOR, newest first. How the timeline and the estimate are built.
Selby Wealth Management, LLC held 33,146 AOR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 33,146 sharesChange vs previous 13F +837 shares
0.82% of the 13F portfolio, value $2,303,626.
13F-HR 0001951757-26-000947 filed by Selby Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,309 sharesChange vs previous 13F +1,674 shares
0.82% of the 13F portfolio, value $2,079,115.
13F-HR 0001951757-26-000550 filed by Selby Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,635 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $1,991,613.
13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).