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Aaron Wealth Advisors LLC: AFRM position timeline

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

Aaron Wealth Advisors LLC held 5,557 AFRM 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 5,557 shares
    Change vs previous 13F +223 shares

    0.02% of the 13F portfolio, value $453,173.

    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 5,334 shares
    Change vs previous 13F +1,186 shares

    0.01% of the 13F portfolio, value $244,404.

    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 4,148 shares
    Change vs previous 13F -117 shares

    0.02% of the 13F portfolio, value $308,736.

    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 4,265 shares
    Change vs previous 13F +993 shares

    0.02% of the 13F portfolio, value $311,686.

    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 3,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,226.

    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).