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Aaron Wealth Advisors LLC: SUB position timeline

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

Aaron Wealth Advisors LLC held 105,380 SUB 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 105,380 shares
    Change vs previous 13F +4,327 shares

    0.57% of the 13F portfolio, value $11,219,902.

    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 101,053 shares
    Change vs previous 13F +3,757 shares

    0.62% of the 13F portfolio, value $10,762,241.

    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 97,296 shares
    Change vs previous 13F +4,984 shares

    0.58% of the 13F portfolio, value $10,381,537.

    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 92,312 shares
    Change vs previous 13F +3,746 shares

    0.6% of the 13F portfolio, value $9,857,075.

    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 88,566 shares
    Change vs previous 13F -10,065 shares

    0.96% of the 13F portfolio, value $9,418,108.

    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 98,631 shares
    Change vs previous 13F -13,543 shares

    1.19% of the 13F portfolio, value $10,415,434.

    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 112,174 shares
    Change vs previous 13F +101,654 shares

    1.37% of the 13F portfolio, value $11,832,114.

    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 10,520 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,117,119.

    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).