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Aaron Wealth Advisors LLC: IWM position timeline

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

Aaron Wealth Advisors LLC held 8,929 IWM 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 8,929 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $2,481,394.

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

  2. period ended2026-06-30
    13F 9,010 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,707,178.

    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 9,010 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,234,582.

    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 9,010 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,218,003.

    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 9,010 shares
    Change vs previous 13F -9,767 shares

    0.13% of the 13F portfolio, value $2,180,159.

    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 18,777 shares
    Change vs previous 13F +475 shares

    0.41% of the 13F portfolio, value $4,051,978.

    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 18,302 shares
    Change vs previous 13F +195 shares

    0.42% of the 13F portfolio, value $3,651,066.

    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 18,107 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,000,923.

    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).