Aaron Wealth Advisors LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on FISV, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 7,725 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 7,725 sharesChange vs previous 13F -1,274 shares
0.02% of the 13F portfolio, value $378,911.
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 8,999 sharesChange vs previous 13F -6,897 shares
0.03% of the 13F portfolio, value $502,144.
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 15,896 sharesChange vs previous 13F +11,304 shares
0.06% of the 13F portfolio, value $1,067,734.
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 4,592 sharesChange vs previous 13F +1,857 shares
0.04% of the 13F portfolio, value $592,047.
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 2,735 sharesChange vs previous 13F -450 shares
0.05% of the 13F portfolio, value $471,541.
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 3,185 sharesChange vs previous 13F +193 shares
0.08% of the 13F portfolio, value $703,344.
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 2,992 sharesChange vs previous 13F +333 shares
0.07% of the 13F portfolio, value $614,617.
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 2,659 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $477,689.
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).