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Aaron Wealth Advisors LLC: LMBS position timeline

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

Aaron Wealth Advisors LLC held 619,993 LMBS 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 619,993 shares
    Change vs previous 13F +9,765 shares

    1.57% of the 13F portfolio, value $30,863,261.

    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 610,228 shares
    Change vs previous 13F +151,890 shares

    1.76% of the 13F portfolio, value $30,395,497.

    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 458,338 shares
    Change vs previous 13F +108,212 shares

    1.27% of the 13F portfolio, value $22,912,349.

    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 350,126 shares
    Change vs previous 13F -7,060 shares

    1.05% of the 13F portfolio, value $17,432,777.

    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 357,186 shares
    Change vs previous 13F +4,770 shares

    1.8% of the 13F portfolio, value $17,594,988.

    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 352,416 shares
    Change vs previous 13F +99,146 shares

    1.99% of the 13F portfolio, value $17,324,757.

    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 253,270 shares
    Change vs previous 13F -15,730 shares

    1.43% of the 13F portfolio, value $12,326,663.

    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 269,000 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $13,291,268.

    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).