American Institute for Advanced Investment Management, LLP
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 155,553
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 150 | 155,553 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q3 2025 | 11/3/2025 | 147 | 152,699 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q2 2025 | 8/5/2025 | 146 | 141,362 | 13F-HR | American Institute for Advanced Investment Management, LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.9 K | 64.9% | 3.31 K | 0 | 3.31 K |
| ETFs | 53.64 K | 34.5% | 0 | 482 | -482 |
| Debt | 962 | 0.6% | 15 | 0 | 15 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
155,553
Holdings
150
QoQ value change ($000)
2,854
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.