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Aaron Wealth Advisors LLC: CRM position timeline

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

Aaron Wealth Advisors LLC held 8,093 CRM 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 8,093 shares
    Change vs previous 13F -523 shares

    0.09% of the 13F portfolio, value $1,858,080.

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

  2. period ended2026-06-30
    13F 8,616 shares
    Change vs previous 13F +299 shares

    0.07% of the 13F portfolio, value $1,349,830.

    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 8,317 shares
    Change vs previous 13F -3,660 shares

    0.09% of the 13F portfolio, value $1,552,719.

    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 11,977 shares
    Change vs previous 13F +3,930 shares

    0.18% of the 13F portfolio, value $3,172,972.

    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 8,047 shares
    Change vs previous 13F +1,374 shares

    0.12% of the 13F portfolio, value $1,907,370.

    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 6,673 shares
    Change vs previous 13F -137 shares

    0.19% of the 13F portfolio, value $1,819,810.

    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 6,810 shares
    Change vs previous 13F +442 shares

    0.21% of the 13F portfolio, value $1,827,560.

    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 6,368 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,129,003.

    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).