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Aaron Wealth Advisors LLC: ITOT position timeline

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

Aaron Wealth Advisors LLC held 14,233 ITOT 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 14,233 shares
    Change vs previous 13F -293 shares

    0.12% of the 13F portfolio, value $2,366,663.

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

  2. period ended2026-06-30
    13F 14,526 shares
    Change vs previous 13F -65 shares

    0.12% of the 13F portfolio, value $2,386,186.

    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 14,591 shares
    Change vs previous 13F +1,794 shares

    0.12% of the 13F portfolio, value $2,078,196.

    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 12,797 shares
    Change vs previous 13F -3,173 shares

    0.11% of the 13F portfolio, value $1,902,786.

    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 15,970 shares
    Change vs previous 13F -2,112 shares

    0.14% of the 13F portfolio, value $2,326,031.

    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 18,082 shares
    Change vs previous 13F -765 shares

    0.25% of the 13F portfolio, value $2,441,793.

    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 18,847 shares
    Change vs previous 13F -502 shares

    0.26% of the 13F portfolio, value $2,299,522.

    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 19,349 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,488,719.

    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).