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Aaron Wealth Advisors LLC: MBX position timeline

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

Aaron Wealth Advisors LLC held 1,167,799 MBX 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 1,167,799 shares
    Change vs previous 13F -377 shares

    3.27% of the 13F portfolio, value $64,462,505.

    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 1,168,176 shares
    Change vs previous 13F +1,098,176 shares

    2.01% of the 13F portfolio, value $34,870,054.

    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 70,000 shares
    Change vs previous 13F +20,000 shares

    0.12% of the 13F portfolio, value $2,207,800.

    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 50,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $875,000.

    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 50,000 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $570,500.

    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 50,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $369,000.

    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).