Aaron Wealth Advisors LLC: JAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on JAAA, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 8,541 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 8,541 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $431,235.
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 8,541 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $430,210.
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 8,541 sharesChange vs previous 13F -361,063 shares
0.02% of the 13F portfolio, value $432,004.
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 369,604 sharesChange vs previous 13F +16,712 shares
1.13% of the 13F portfolio, value $18,768,524.
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 352,892 sharesChange vs previous 13F +246,857 shares
1.83% of the 13F portfolio, value $17,909,299.
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 106,035 sharesChange vs previous 13F +97,221 shares
0.62% of the 13F portfolio, value $5,377,035.
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 8,814 sharesChange vs previous 13F +4,255 shares
0.05% of the 13F portfolio, value $446,958.
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 4,559 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $231,962.
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).