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Aaron Wealth Advisors LLC: CW position timeline

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

Aaron Wealth Advisors LLC held 1,561 CW 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 1,561 shares
    Change vs previous 13F -418 shares

    0.04% of the 13F portfolio, value $848,903.

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

  2. period ended2026-06-30
    13F 1,979 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $1,499,607.

    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 1,874 shares
    Change vs previous 13F -973 shares

    0.07% of the 13F portfolio, value $1,276,419.

    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 2,847 shares
    Change vs previous 13F +132 shares

    0.09% of the 13F portfolio, value $1,569,466.

    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 2,715 shares
    Change vs previous 13F +2,014 shares

    0.09% of the 13F portfolio, value $1,474,082.

    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 701 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $342,474.

    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 717 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $227,483.

    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 774 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,669.

    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).