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Disclosery

Aaron Wealth Advisors LLC: UL position timeline

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

Aaron Wealth Advisors LLC held 29,935 UL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,935 shares
    Change vs previous 13F +4,978 shares

    0.09% of the 13F portfolio, value $1,817,953.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,957 shares
    Change vs previous 13F +572 shares

    0.08% of the 13F portfolio, value $1,500,415.

    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).

  3. period ended2026-03-31
    13F 24,385 shares
    Change vs previous 13F +4,448 shares

    0.08% of the 13F portfolio, value $1,389,213.

    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).

  4. period ended2025-12-31
    13F 19,937 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,303,880.

    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).