Skip to content
Disclosery

Vested Financial Planning, LLC: AOR position timeline

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

Vested Financial Planning, LLC held 5,850 AOR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,850 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $406,559.

    13F-HR 0002044679-26-000003 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).