Skip to content
Disclosery

TOBIAS FINANCIAL ADVISORS, INC.: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on AOA, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 21,399 AOA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 21,399 shares
    Change vs previous 13F +974 shares

    0.27% of the 13F portfolio, value $2,088,529.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 20,425 shares
    Change vs previous 13F +1,618 shares

    0.25% of the 13F portfolio, value $1,807,403.

    13F-HR 0001172661-26-001774 filed by TOBIAS 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 ended2025-12-31
    13F 18,807 shares
    Change vs previous 13F -974 shares

    0.24% of the 13F portfolio, value $1,684,316.

    13F-HR 0001172661-26-000762 filed by TOBIAS 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 ended2025-09-30
    13F 19,781 shares
    Change vs previous 13F +2,141 shares

    0.26% of the 13F portfolio, value $1,743,464.

    13F-HR 0001172661-25-004533 filed by TOBIAS 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 ended2025-06-30
    13F 17,640 shares
    Change vs previous 13F +1,702 shares

    0.25% of the 13F portfolio, value $1,471,206.

    13F-HR 0001172661-25-003109 filed by TOBIAS 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 ended2025-03-31
    13F 15,938 shares
    Change vs previous 13F -1,350 shares

    0.24% of the 13F portfolio, value $1,219,254.

    13F-HR 0001172661-25-002269 filed by TOBIAS 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 ended2024-12-31
    13F 17,288 shares
    Change vs previous 13F +992 shares

    0.27% of the 13F portfolio, value $1,324,466.

    13F-HR 0001172661-25-000818 filed by TOBIAS 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 ended2024-09-30
    13F 16,296 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,285,898.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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