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Aaron Wealth Advisors LLC: SMFG position timeline

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

Aaron Wealth Advisors LLC held 102,127 SMFG 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 102,127 shares
    Change vs previous 13F +665 shares

    0.13% of the 13F portfolio, value $2,646,111.

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

  2. period ended2026-06-30
    13F 101,462 shares
    Change vs previous 13F +9,952 shares

    0.12% of the 13F portfolio, value $2,392,474.

    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 91,510 shares
    Change vs previous 13F +17,129 shares

    0.1% of the 13F portfolio, value $1,807,323.

    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 74,381 shares
    Change vs previous 13F +12,098 shares

    0.08% of the 13F portfolio, value $1,437,785.

    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 62,283 shares
    Change vs previous 13F +878 shares

    0.06% of the 13F portfolio, value $1,042,617.

    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 61,405 shares
    Change vs previous 13F +4,970 shares

    0.09% of the 13F portfolio, value $927,830.

    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 56,435 shares
    Change vs previous 13F +2,298 shares

    0.1% of the 13F portfolio, value $872,485.

    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 54,137 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $784,445.

    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).