Aaron Wealth Advisors LLC: SAM position timeline

Aaron Wealth Advisors LLC held 0 SAM 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 0 shares

   Change vs previous 13F -1,529 shares

   13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 1,529 shares

   Change vs previous 13F +1,529 shares

   0.02% of the 13F portfolio, value $352,282.

   13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,273 shares

   13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,273 shares

   Change vs previous 13F +136 shares

   0.04% of the 13F portfolio, value $381,875.

   13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 1,137 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $328,752.

   13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).