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Worth Financial Advisory Group, LLC: AOR position timeline

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

Worth Financial Advisory Group, LLC held 18,656 AOR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,656 shares
    Change vs previous 13F +4,596 shares

    0.54% of the 13F portfolio, value $1,296,595.

    13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, 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 14,060 shares
    Change vs previous 13F -8,813 shares

    0.63% of the 13F portfolio, value $1,414,905.

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, 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 22,873 shares
    Change vs previous 13F -647 shares

    0.72% of the 13F portfolio, value $1,486,998.

    13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, 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 23,520 shares
    Change vs previous 13F -2,135 shares

    0.85% of the 13F portfolio, value $1,514,208.

    13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, 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 25,655 shares
    Change vs previous 13F -329 shares

    0.97% of the 13F portfolio, value $1,579,568.

    13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, 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 25,984 shares
    Change vs previous 13F -2,039 shares

    0.95% of the 13F portfolio, value $1,495,898.

    13F-HR 0001085146-25-002209 filed by Worth Financial Advisory Group, 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 28,023 shares
    Change vs previous 13F -5,458 shares

    0.99% of the 13F portfolio, value $1,606,278.

    13F-HR 0001085146-25-001033 filed by Worth Financial Advisory Group, 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 33,481 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,983,427.

    13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).