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Focus Partners Wealth: AOA position timeline

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

Focus Partners Wealth held 30,313 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,313 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $2,958,677.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,301 shares
    • Focus Partners Advisor Solutions, LLC: 18,012 shares

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

  2. period ended2026-03-31
    13F 29,799 shares
    Change vs previous 13F +15,553 shares

    <0.01% of the 13F portfolio, value $2,656,539.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,686 shares
    • Focus Partners Advisor Solutions, LLC: 18,113 shares

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

  3. period ended2025-12-31
    13F 14,246 shares
    Change vs previous 13F -4,368 shares

    <0.01% of the 13F portfolio, value $1,275,948.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,639 shares
    • Focus Partners Advisor Solutions, LLC: 2,607 shares

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

  4. period ended2025-09-30
    13F 18,614 shares
    Change vs previous 13F -59,526 shares

    <0.01% of the 13F portfolio, value $1,647,187.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,972 shares
    • Focus Partners Advisor Solutions, LLC: 6,642 shares

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

  5. period ended2025-06-30
    13F 78,140 shares
    Change vs previous 13F +5,206 shares

    0.01% of the 13F portfolio, value $6,516,945.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,972 shares
    • Focus Partners Advisor Solutions, LLC: 66,168 shares

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

  6. period ended2025-03-31
    13F/A 72,934 shares
    Change vs previous 13F +2,381 shares

    0.01% of the 13F portfolio, value $5,579,545.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,722 shares
    • Focus Partners Advisor Solutions, LLC: 64,212 shares

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

  7. period ended2024-12-31
    13F/A 70,553 shares
    Change vs previous 13F +9,996 shares

    0.01% of the 13F portfolio, value $5,405,178.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,722 shares
    • Focus Partners Advisor Solutions, LLC: 61,831 shares

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

  8. period ended2024-09-30
    13F 60,557 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,778,659.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 60,557 shares

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