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Disclosery

Aaron Wealth Advisors LLC: ST position timeline

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

Aaron Wealth Advisors LLC held 22,156 ST 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 22,156 shares
    Change vs previous 13F +2,368 shares

    0.05% of the 13F portfolio, value $1,057,727.

    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 19,788 shares
    Change vs previous 13F -6,573 shares

    0.04% of the 13F portfolio, value $696,933.

    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 26,361 shares
    Change vs previous 13F -1,821 shares

    0.05% of the 13F portfolio, value $877,558.

    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 28,182 shares
    Change vs previous 13F +17,409 shares

    0.05% of the 13F portfolio, value $860,960.

    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 10,773 shares
    Change vs previous 13F -3,003 shares

    0.03% of the 13F portfolio, value $324,375.

    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 13,776 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $334,344.

    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).