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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

  1. period ended2026-06-30
    13F 19,617 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 18,397 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 20,550 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 16,960 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 8,583 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,112 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 8,177 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 6,814 shares
    Change 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), ingested

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