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Aaron Wealth Advisors LLC: BNY position timeline

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

Aaron Wealth Advisors LLC held 17,095 BNY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,095 shares
    Change vs previous 13F -452 shares

    0.12% of the 13F portfolio, value $2,472,450.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,547 shares
    Change vs previous 13F +444 shares

    0.13% of the 13F portfolio, value $2,537,472.

    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).

  3. period ended2026-03-31
    13F 17,103 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $2,028,929.

    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).

  4. period ended2025-12-31
    13F 17,041 shares
    Change vs previous 13F +1,642 shares

    0.11% of the 13F portfolio, value $1,978,290.

    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).

  5. period ended2025-09-30
    13F 15,399 shares
    Change vs previous 13F +5,652 shares

    0.1% of the 13F portfolio, value $1,677,875.

    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).

  6. period ended2025-06-30
    13F 9,747 shares
    Change vs previous 13F +538 shares

    0.09% of the 13F portfolio, value $888,049.

    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).

  7. period ended2025-03-31
    13F 9,209 shares
    Change vs previous 13F +515 shares

    0.09% of the 13F portfolio, value $772,359.

    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).

  8. period ended2024-12-31
    13F 8,694 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $667,960.

    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).