Aaron Wealth Advisors LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on CL, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 29,147 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 29,147 sharesChange vs previous 13F +1,821 shares
0.14% of the 13F portfolio, value $2,672,197.
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 27,326 sharesChange vs previous 13F -2,173 shares
0.13% of the 13F portfolio, value $2,328,995.
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 29,499 sharesChange vs previous 13F +9,359 shares
0.13% of the 13F portfolio, value $2,331,011.
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 20,140 sharesChange vs previous 13F +7,232 shares
0.1% of the 13F portfolio, value $1,609,992.
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 12,908 sharesChange vs previous 13F -604 shares
0.12% of the 13F portfolio, value $1,173,337.
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 13,512 sharesChange vs previous 13F +1,495 shares
0.15% of the 13F portfolio, value $1,266,074.
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 12,017 sharesChange vs previous 13F +563 shares
0.13% of the 13F portfolio, value $1,092,465.
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 11,454 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,189,040.
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).