Aaron Wealth Advisors LLC: BX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on BX, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 2,603 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,603 sharesChange vs previous 13F -808 shares
0.02% of the 13F portfolio, value $306,295.
13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,411 sharesChange vs previous 13F +95 shares
0.02% of the 13F portfolio, value $392,231.
13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,316 sharesChange vs previous 13F -44 shares
0.03% of the 13F portfolio, value $511,128.
13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,360 sharesChange vs previous 13F +1,282 shares
0.03% of the 13F portfolio, value $574,056.
13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,078 sharesChange vs previous 13F -242 shares
0.03% of the 13F portfolio, value $310,827.
13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,320 sharesChange vs previous 13F +150 shares
0.04% of the 13F portfolio, value $324,290.
13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,170 sharesChange vs previous 13F +185 shares
0.04% of the 13F portfolio, value $374,151.
13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,985 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $303,963.
13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).