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Aaron Wealth Advisors LLC: SHG position timeline

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

Aaron Wealth Advisors LLC held 14,105 SHG 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 14,105 shares
    Change vs previous 13F -996 shares

    0.05% of the 13F portfolio, value $1,095,535.

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

  2. period ended2026-06-30
    13F 15,101 shares
    Change vs previous 13F +4,442 shares

    0.05% of the 13F portfolio, value $955,138.

    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 10,659 shares
    Change vs previous 13F +2,809 shares

    0.04% of the 13F portfolio, value $653,610.

    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 7,850 shares
    Change vs previous 13F +1,007 shares

    0.02% of the 13F portfolio, value $420,996.

    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 6,843 shares
    Change vs previous 13F -1,936 shares

    0.02% of the 13F portfolio, value $344,682.

    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).

  6. period ended2025-06-30
    13F 8,779 shares
    Change vs previous 13F +912 shares

    0.04% of the 13F portfolio, value $396,635.

    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).

  7. period ended2025-03-31
    13F 7,867 shares
    Change vs previous 13F +240 shares

    0.03% of the 13F portfolio, value $252,373.

    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).

  8. period ended2024-12-31
    13F 7,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,776.

    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).