Aaron Wealth Advisors LLC: CWAN position timeline

Aaron Wealth Advisors LLC held 0 CWAN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -52,902 shares

   13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 52,902 shares

   Change vs previous 13F +772 shares

   0.07% of the 13F portfolio, value $1,251,132.

   13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 52,130 shares

   Change vs previous 13F +9,525 shares

   0.07% of the 13F portfolio, value $1,257,376.

   13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 42,605 shares

   Change vs previous 13F -2,083 shares

   0.05% of the 13F portfolio, value $767,742.

   13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 44,688 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $980,008.

   13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).