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Disclosery

Aaron Wealth Advisors LLC: KB position timeline

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

Aaron Wealth Advisors LLC held 11,412 KB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,412 shares
    Change vs previous 13F +3,915 shares

    0.06% of the 13F portfolio, value $1,197,804.

    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).

  2. period ended2026-03-31
    13F 7,497 shares
    Change vs previous 13F +1,929 shares

    0.04% of the 13F portfolio, value $747,676.

    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).

  3. period ended2025-12-31
    13F 5,568 shares
    Change vs previous 13F +845 shares

    0.03% of the 13F portfolio, value $479,071.

    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).

  4. period ended2025-09-30
    13F 4,723 shares
    Change vs previous 13F -953 shares

    0.02% of the 13F portfolio, value $391,584.

    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).

  5. period ended2025-06-30
    13F 5,676 shares
    Change vs previous 13F +515 shares

    0.05% of the 13F portfolio, value $468,781.

    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).

  6. period ended2025-03-31
    13F 5,161 shares
    Change vs previous 13F +325 shares

    0.03% of the 13F portfolio, value $279,262.

    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).

  7. period ended2024-12-31
    13F 4,836 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $275,168.

    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).

  8. period ended2024-09-30
    13F 4,755 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $293,621.

    13F-HR 0001172661-24-004302 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).