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Wealth Forward, LLC: AOK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Forward, LLC on AOK, newest first. How the timeline and the estimate are built.

Wealth Forward, LLC held 15,197 AOK 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 15,197 shares
    Change vs previous 13F -69 shares

    0.31% of the 13F portfolio, value $630,372.

    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 15,266 shares
    Change vs previous 13F -143 shares

    0.34% of the 13F portfolio, value $608,961.

    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 15,409 shares
    Change vs previous 13F -1,377 shares

    0.35% of the 13F portfolio, value $618,363.

    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 16,786 shares
    Change vs previous 13F -466 shares

    0.39% of the 13F portfolio, value $674,126.

    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 17,252 shares
    Change vs previous 13F -288 shares

    0.45% of the 13F portfolio, value $674,036.

    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 17,540 shares
    Change vs previous 13F +1,238 shares

    0.47% of the 13F portfolio, value $660,030.

    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 16,302 shares
    Change vs previous 13F -168 shares

    0.43% of the 13F portfolio, value $608,065.

    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 16,470 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $636,730.

    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).