Aaron Wealth Advisors LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on ED, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 19,617 ED shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 19,617 sharesChange vs previous 13F +1,220 shares
0.11% of the 13F portfolio, value $2,170,229.
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 18,397 sharesChange vs previous 13F -2,153 shares
0.12% of the 13F portfolio, value $2,082,172.
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 20,550 sharesChange vs previous 13F +3,590 shares
0.11% of the 13F portfolio, value $2,041,026.
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 16,960 sharesChange vs previous 13F +8,377 shares
0.1% of the 13F portfolio, value $1,704,819.
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 8,583 sharesChange vs previous 13F -529 shares
0.09% of the 13F portfolio, value $861,304.
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 9,112 sharesChange vs previous 13F +935 shares
0.12% of the 13F portfolio, value $1,007,696.
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 8,177 sharesChange vs previous 13F +1,363 shares
0.08% of the 13F portfolio, value $729,634.
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 6,814 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $709,542.
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).