Worth Financial Advisory Group, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on AOA, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 18,280 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 18,280 sharesChange vs previous 13F +6,916 shares
0.74% of the 13F portfolio, value $1,784,128.
13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, 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 11,364 sharesChange vs previous 13F -3,183 shares
0.5% of the 13F portfolio, value $1,129,222.
13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, 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 14,547 sharesChange vs previous 13F +205 shares
0.63% of the 13F portfolio, value $1,302,800.
13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, 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 14,342 sharesChange vs previous 13F -1,531 shares
0.71% of the 13F portfolio, value $1,264,068.
13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, 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 15,873 sharesChange vs previous 13F -364 shares
0.81% of the 13F portfolio, value $1,323,804.
13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, 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 16,237 sharesChange vs previous 13F +1,157 shares
0.79% of the 13F portfolio, value $1,242,106.
13F-HR 0001085146-25-002209 filed by Worth Financial Advisory Group, 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 15,080 sharesChange vs previous 13F +11 shares
0.71% of the 13F portfolio, value $1,155,254.
13F-HR 0001085146-25-001033 filed by Worth Financial Advisory Group, 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 15,069 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $1,189,062.
13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).