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Aaron Wealth Advisors LLC: SGOV position timeline

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

Aaron Wealth Advisors LLC held 9,239 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,239 shares
    Change vs previous 13F -41,799 shares

    0.05% of the 13F portfolio, value $930,183.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,038 shares
    Change vs previous 13F -596,343 shares

    0.26% of the 13F portfolio, value $5,137,995.

    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).

  3. period ended2026-03-31
    13F 647,381 shares
    Change vs previous 13F -510,753 shares

    3.76% of the 13F portfolio, value $65,165,371.

    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).

  4. period ended2025-12-31
    13F 1,158,134 shares
    Change vs previous 13F -491,481 shares

    6.47% of the 13F portfolio, value $116,253,491.

    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).

  5. period ended2025-09-30
    13F 1,649,615 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $166,116,231.

    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).