Position in AOD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,491
+$18,430 QoQ
Shares Held
24,005
-3.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#78
of 152 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Advisor Resource Council holds $1,130,759 across 3 Asset Management names. AOD ranks #2 (21.9% of the industry book) .
All Filings in AOD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,491 | 24,005 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $229,061 | 24,871 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $265,326 | 27,213 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $2,634,074 | 313,954 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $209,172 | 22,986 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $259,908 | 31,352 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,616,308 | 324,604 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $153,770 | 19,031 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $2,699,932 | 334,150 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $131,349 | 13,668 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,292,505 | 322,163 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $132,814 | 13,636 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,109,833 | 305,785 | Shares | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||