Aaron Wealth Advisors LLC: HLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on HLN, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 55,123 HLN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 55,123 sharesChange vs previous 13F +146 shares
0.02% of the 13F portfolio, value $496,107.
13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 54,977 sharesChange vs previous 13F +8,101 shares
0.03% of the 13F portfolio, value $512,935.
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 46,876 sharesChange vs previous 13F +5,654 shares
0.03% of the 13F portfolio, value $469,229.
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 41,222 sharesChange vs previous 13F +13,922 shares
0.02% of the 13F portfolio, value $416,754.
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 27,300 sharesChange vs previous 13F -8,623 shares
0.01% of the 13F portfolio, value $244,881.
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 35,923 sharesChange vs previous 13F +3,389 shares
0.04% of the 13F portfolio, value $372,522.
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 32,534 sharesChange vs previous 13F -184 shares
0.04% of the 13F portfolio, value $334,775.
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 32,718 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $312,130.
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).