Aaron Wealth Advisors LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on PEP, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 10,111 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 10,111 sharesChange vs previous 13F -612 shares
0.07% of the 13F portfolio, value $1,369,029.
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 10,723 sharesChange vs previous 13F -91 shares
0.1% of the 13F portfolio, value $1,665,175.
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 10,814 sharesChange vs previous 13F +4,441 shares
0.09% of the 13F portfolio, value $1,552,025.
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 6,373 sharesChange vs previous 13F +228 shares
0.05% of the 13F portfolio, value $895,024.
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 6,145 sharesChange vs previous 13F -852 shares
0.08% of the 13F portfolio, value $811,386.
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 6,997 sharesChange vs previous 13F -644 shares
0.12% of the 13F portfolio, value $1,049,130.
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 7,641 sharesChange vs previous 13F +1,068 shares
0.13% of the 13F portfolio, value $1,161,890.
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 6,573 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,117,739.
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).