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Aaron Wealth Advisors LLC: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on HEFA, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 43,357 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,357 shares
    Change vs previous 13F -145 shares

    0.1% of the 13F portfolio, value $2,011,338.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,502 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,041,363.

    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).

  3. period ended2026-03-31
    13F 43,502 shares
    Change vs previous 13F -8,203 shares

    0.11% of the 13F portfolio, value $1,848,646.

    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).

  4. period ended2025-12-31
    13F 51,705 shares
    Change vs previous 13F -15,856 shares

    0.12% of the 13F portfolio, value $2,138,547.

    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).

  5. period ended2025-09-30
    13F 67,561 shares
    Change vs previous 13F -5,455 shares

    0.16% of the 13F portfolio, value $2,676,094.

    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).

  6. period ended2025-06-30
    13F 73,016 shares
    Change vs previous 13F -2,056 shares

    0.28% of the 13F portfolio, value $2,771,691.

    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).

  7. period ended2025-03-31
    13F 75,072 shares
    Change vs previous 13F -7,703 shares

    0.31% of the 13F portfolio, value $2,724,367.

    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).

  8. period ended2024-12-31
    13F 82,775 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,876,435.

    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).