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Aaron Wealth Advisors LLC: TOLZ position timeline

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

Aaron Wealth Advisors LLC held 213,382 TOLZ 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 213,382 shares
    Change vs previous 13F +7,039 shares

    0.64% of the 13F portfolio, value $12,647,180.

    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 206,343 shares
    Change vs previous 13F +11,493 shares

    0.72% of the 13F portfolio, value $12,376,482.

    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 194,850 shares
    Change vs previous 13F +5,554 shares

    0.59% of the 13F portfolio, value $10,551,148.

    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 189,296 shares
    Change vs previous 13F +30,071 shares

    0.62% of the 13F portfolio, value $10,243,874.

    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 159,225 shares
    Change vs previous 13F -326 shares

    0.88% of the 13F portfolio, value $8,574,591.

    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 159,551 shares
    Change vs previous 13F -3,833 shares

    0.96% of the 13F portfolio, value $8,401,046.

    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 163,384 shares
    Change vs previous 13F +15,603 shares

    0.93% of the 13F portfolio, value $8,025,404.

    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 147,781 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,471,946.

    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).