Wealth Forward, LLC: AOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Forward, LLC on AOM, newest first. How the timeline and the estimate are built.
Wealth Forward, LLC held 12,335 AOM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 12,335 sharesChange vs previous 13F -15 shares
0.31% of the 13F portfolio, value $615,393.
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 12,350 sharesChange vs previous 13F +1,127 shares
0.33% of the 13F portfolio, value $585,020.
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 11,223 sharesChange vs previous 13F +2,258 shares
0.3% of the 13F portfolio, value $535,674.
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 8,965 sharesChange vs previous 13F +183 shares
0.25% of the 13F portfolio, value $426,555.
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 8,782 sharesChange vs previous 13F -17 shares
0.27% of the 13F portfolio, value $404,323.
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 8,799 sharesChange vs previous 13F -95 shares
0.27% of the 13F portfolio, value $386,100.
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 8,894 sharesChange vs previous 13F -1,757 shares
0.27% of the 13F portfolio, value $386,355.
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 10,651 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $480,467.
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).