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TRUE Private Wealth Advisors: AOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on AOM, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 49,534 AOM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,534 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $2,471,254.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 49,511 shares
    Change vs previous 13F -894 shares

    0.22% of the 13F portfolio, value $2,345,336.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 50,405 shares
    Change vs previous 13F -1,879 shares

    0.24% of the 13F portfolio, value $2,405,830.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 52,284 shares
    Change vs previous 13F -6,240 shares

    0.25% of the 13F portfolio, value $2,487,708.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 58,524 shares
    Change vs previous 13F -1,689 shares

    0.3% of the 13F portfolio, value $2,694,461.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 60,213 shares
    Change vs previous 13F +1,876 shares

    0.32% of the 13F portfolio, value $2,642,158.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 58,337 shares
    Change vs previous 13F +15,842 shares

    0.31% of the 13F portfolio, value $2,534,199.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 42,495 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,916,957.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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