TRUE Private Wealth Advisors: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on AOA, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 8,872 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 8,872 sharesChange vs previous 13F +657 shares
0.07% of the 13F portfolio, value $865,925.
13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,215 sharesChange vs previous 13F -2,004 shares
0.07% of the 13F portfolio, value $726,952.
13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,219 sharesChange vs previous 13F -219 shares
0.09% of the 13F portfolio, value $915,208.
13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,438 sharesChange vs previous 13F -2,436 shares
0.09% of the 13F portfolio, value $920,076.
13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,874 sharesChange vs previous 13F -622 shares
0.12% of the 13F portfolio, value $1,073,652.
13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,496 sharesChange vs previous 13F -2,456 shares
0.13% of the 13F portfolio, value $1,032,458.
13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,952 sharesChange vs previous 13F -224 shares
0.15% of the 13F portfolio, value $1,222,085.
13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,176 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,276,515.
13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).