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Aaron Wealth Advisors LLC: L position timeline

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

Aaron Wealth Advisors LLC held 8,553 L 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 8,553 shares
    Change vs previous 13F +205 shares

    0.05% of the 13F portfolio, value $968,285.

    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 8,348 shares
    Change vs previous 13F -452 shares

    0.05% of the 13F portfolio, value $891,066.

    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 8,800 shares
    Change vs previous 13F +622 shares

    0.05% of the 13F portfolio, value $926,728.

    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 8,178 shares
    Change vs previous 13F +4,424 shares

    0.05% of the 13F portfolio, value $820,989.

    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 3,754 shares
    Change vs previous 13F +142 shares

    0.04% of the 13F portfolio, value $344,092.

    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 3,612 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $331,979.

    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 3,568 shares
    Change vs previous 13F +196 shares

    0.04% of the 13F portfolio, value $302,174.

    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 3,372 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,557.

    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).