Aaron Wealth Advisors LLC: SYF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on SYF, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 10,278 SYF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 10,278 sharesChange vs previous 13F +780 shares
0.04% of the 13F portfolio, value $781,642.
13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,498 sharesChange vs previous 13F -6,896 shares
0.04% of the 13F portfolio, value $646,054.
13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,394 sharesChange vs previous 13F +1,160 shares
0.08% of the 13F portfolio, value $1,367,751.
13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,234 sharesChange vs previous 13F +9,101 shares
0.07% of the 13F portfolio, value $1,082,376.
13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,133 sharesChange vs previous 13F +126 shares
0.04% of the 13F portfolio, value $409,316.
13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,007 sharesChange vs previous 13F +607 shares
0.04% of the 13F portfolio, value $318,011.
13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,400 sharesChange vs previous 13F -81 shares
0.04% of the 13F portfolio, value $351,000.
13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,481 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $273,392.
13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).