Westshore Wealth, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westshore Wealth, LLC on AOA, newest first. How the timeline and the estimate are built.
Westshore Wealth, LLC held 3,240 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,240 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $316,224.
13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 3,240 sharesChange vs previous 13F +85 shares
0.1% of the 13F portfolio, value $286,708.
13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 3,155 sharesChange vs previous 13F +251 shares
0.09% of the 13F portfolio, value $282,562.
13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 2,904 sharesChange vs previous 13F -1,779 shares
0.09% of the 13F portfolio, value $255,959.
13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 4,683 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $390,562.
13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 4,683 sharesChange vs previous 13F +92 shares
0.15% of the 13F portfolio, value $358,250.
13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 4,591 sharesChange vs previous 13F +1,024 shares
0.14% of the 13F portfolio, value $351,717.
13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 3,567 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $281,472.
13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).