Aaron Wealth Advisors LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on GIS, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 8,693 GIS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 8,693 sharesChange vs previous 13F +8,693 shares
0.02% of the 13F portfolio, value $302,516.
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 ended2025-12-3113F 0 sharesChange vs previous 13F -19,238 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 19,238 sharesChange vs previous 13F +5,818 shares
0.06% of the 13F portfolio, value $969,980.
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 13,420 sharesChange vs previous 13F -1,917 shares
0.07% of the 13F portfolio, value $695,290.
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 15,337 sharesChange vs previous 13F -3,269 shares
0.11% of the 13F portfolio, value $916,999.
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 18,606 sharesChange vs previous 13F +2,473 shares
0.14% of the 13F portfolio, value $1,186,505.
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 16,133 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,191,422.
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).