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Aaron Wealth Advisors LLC: CPA position timeline

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

Aaron Wealth Advisors LLC held 1,868 CPA 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 1,868 shares
    Change vs previous 13F +216 shares

    0.01% of the 13F portfolio, value $246,296.

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

  2. period ended2026-06-30
    13F 1,652 shares
    Change vs previous 13F -1,643 shares

    0.01% of the 13F portfolio, value $257,002.

    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 3,295 shares
    Change vs previous 13F -1,390 shares

    0.02% of the 13F portfolio, value $374,345.

    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 4,685 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $565,058.

    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 4,647 shares
    Change vs previous 13F +2,527 shares

    0.03% of the 13F portfolio, value $552,157.

    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 2,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,136.

    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).