Skip to content
Disclosery

Aaron Wealth Advisors LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on ACWX, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 41,142 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,142 shares
    Change vs previous 13F -8,889 shares

    0.16% of the 13F portfolio, value $3,131,318.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors 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 50,031 shares
    Change vs previous 13F -214 shares

    0.2% of the 13F portfolio, value $3,425,623.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors 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 50,245 shares
    Change vs previous 13F -519 shares

    0.19% of the 13F portfolio, value $3,372,947.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors 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 50,764 shares
    Change vs previous 13F -740 shares

    0.2% of the 13F portfolio, value $3,300,168.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors 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 51,504 shares
    Change vs previous 13F -4,349 shares

    0.32% of the 13F portfolio, value $3,138,654.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors 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 55,853 shares
    Change vs previous 13F -32,305 shares

    0.36% of the 13F portfolio, value $3,097,049.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors 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 88,158 shares
    Change vs previous 13F -233 shares

    0.53% of the 13F portfolio, value $4,598,321.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors 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 88,391 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,057,733.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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