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Manager record

American Institute for Advanced Investment Management, LLP

Scottsdale, AZ · CIK 1805824 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$173.06MReported 13F valueQ2 2026 · as filed
159Holdings listed
+12.1%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $141.4M$141.4MQ2 2025146 holdingsQ3 2025: $152.7M$152.7MQ3 2025147 holdingsQ4 2025: $155.6M$155.6MQ4 2025150 holdingsQ1 2026: $154.3M$154.3MQ1 2026153 holdingsQ2 2026: $173.1M$173.1MQ2 2026159 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$173.06M · 159 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$154.32M · 153 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$155.55M · 150 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$152.70M · 147 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$141.36M · 146 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology