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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

  1. period ended2026-06-30
    13F 35,042 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 27,855 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 26,038 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 25,252 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 29,665 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 29,399 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 27,695 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 25,680 shares
    Change 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), ingested

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