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Aaron Wealth Advisors LLC: SAN position timeline

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

Aaron Wealth Advisors LLC held 197,972 SAN 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 197,972 shares
    Change vs previous 13F +1,807 shares

    0.14% of the 13F portfolio, value $2,732,014.

    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 196,165 shares
    Change vs previous 13F +50,967 shares

    0.13% of the 13F portfolio, value $2,212,741.

    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 145,198 shares
    Change vs previous 13F +27,819 shares

    0.09% of the 13F portfolio, value $1,703,173.

    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 117,379 shares
    Change vs previous 13F -8,939 shares

    0.07% of the 13F portfolio, value $1,230,132.

    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 126,318 shares
    Change vs previous 13F +11,375 shares

    0.11% of the 13F portfolio, value $1,048,439.

    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 114,943 shares
    Change vs previous 13F +5,759 shares

    0.09% of the 13F portfolio, value $770,118.

    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 109,184 shares
    Change vs previous 13F +15,204 shares

    0.06% of the 13F portfolio, value $497,879.

    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 93,980 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $479,298.

    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).