Aaron Wealth Advisors LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on URI, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 1,600 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,600 sharesChange vs previous 13F -169 shares
0.09% of the 13F portfolio, value $1,812,624.
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 1,769 sharesChange vs previous 13F -625 shares
0.07% of the 13F portfolio, value $1,288,823.
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 2,394 sharesChange vs previous 13F +556 shares
0.11% of the 13F portfolio, value $1,937,512.
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 1,838 sharesChange vs previous 13F +1,333 shares
0.11% of the 13F portfolio, value $1,754,665.
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 505 sharesChange vs previous 13F -25 shares
0.04% of the 13F portfolio, value $380,467.
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 530 sharesChange vs previous 13F -457 shares
0.04% of the 13F portfolio, value $332,151.
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 987 sharesChange vs previous 13F +549 shares
0.08% of the 13F portfolio, value $695,282.
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 438 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $354,662.
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).