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Disclosery

Wealth Forward, LLC: AOR position timeline

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

Wealth Forward, LLC held 86,813 AOR 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 86,813 shares
    Change vs previous 13F +1,097 shares

    3% of the 13F portfolio, value $6,033,505.

    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 85,716 shares
    Change vs previous 13F -919 shares

    3.11% of the 13F portfolio, value $5,515,853.

    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 86,635 shares
    Change vs previous 13F -1,111 shares

    3.18% of the 13F portfolio, value $5,632,170.

    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 87,746 shares
    Change vs previous 13F -18,989 shares

    3.28% of the 13F portfolio, value $5,649,079.

    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 106,735 shares
    Change vs previous 13F -375 shares

    4.42% of the 13F portfolio, value $6,571,673.

    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 107,110 shares
    Change vs previous 13F +1,381 shares

    4.39% of the 13F portfolio, value $6,166,323.

    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 105,729 shares
    Change vs previous 13F +1,941 shares

    4.28% of the 13F portfolio, value $6,060,386.

    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 103,788 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $6,148,401.

    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).