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Disclosery

Aaron Wealth Advisors LLC: SRE position timeline

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

Aaron Wealth Advisors LLC held 6,771 SRE 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 6,771 shares
    Change vs previous 13F +569 shares

    0.03% of the 13F portfolio, value $627,739.

    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 6,202 shares
    Change vs previous 13F +6,202 shares

    0.03% of the 13F portfolio, value $602,648.

    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 0 shares
    Change vs previous 13F -6,610 shares

    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).

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

  4. period ended2025-09-30
    13F 6,610 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $594,768.

    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 6,506 shares
    Change vs previous 13F -419 shares

    0.05% of the 13F portfolio, value $492,960.

    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 6,925 shares
    Change vs previous 13F -186 shares

    0.06% of the 13F portfolio, value $494,168.

    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 7,111 shares
    Change vs previous 13F -1,193 shares

    0.07% of the 13F portfolio, value $623,777.

    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 8,304 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $694,464.

    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).