Wealth Forward, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Forward, LLC on AOA, newest first. How the timeline and the estimate are built.
Wealth Forward, LLC held 35,042 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 35,042 sharesChange vs previous 13F +7,187 shares
1.7% of the 13F portfolio, value $3,420,099.
13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 27,855 sharesChange vs previous 13F +1,817 shares
1.39% of the 13F portfolio, value $2,464,889.
13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 26,038 sharesChange vs previous 13F +786 shares
1.32% of the 13F portfolio, value $2,331,963.
13F-HR 0002012773-26-000001 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,252 sharesChange vs previous 13F -4,413 shares
1.29% of the 13F portfolio, value $2,225,711.
13F-HR 0002012773-25-000007 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,665 sharesChange vs previous 13F +266 shares
1.66% of the 13F portfolio, value $2,474,061.
13F-HR 0002012773-25-000005 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,399 sharesChange vs previous 13F +1,704 shares
1.6% of the 13F portfolio, value $2,249,024.
13F-HR 0002012773-25-000003 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,695 sharesChange vs previous 13F +2,015 shares
1.5% of the 13F portfolio, value $2,121,714.
13F-HR 0002012773-25-000001 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,680 sharesChange vs previous 13F not available
1.42% of the 13F portfolio, value $2,026,409.
13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).