Aaron Wealth Advisors LLC: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on VBK, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 96,959 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 96,959 sharesChange vs previous 13F -187 shares
1.8% of the 13F portfolio, value $35,458,114.
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 97,146 sharesChange vs previous 13F +9,674 shares
1.7% of the 13F portfolio, value $29,362,425.
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 87,472 sharesChange vs previous 13F +2,185 shares
1.47% of the 13F portfolio, value $26,426,201.
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 85,287 sharesChange vs previous 13F +27,486 shares
1.53% of the 13F portfolio, value $25,383,159.
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 57,801 sharesChange vs previous 13F -297 shares
1.64% of the 13F portfolio, value $16,007,480.
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 58,098 sharesChange vs previous 13F +2,632 shares
1.68% of the 13F portfolio, value $14,627,398.
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 55,466 sharesChange vs previous 13F +4,475 shares
1.8% of the 13F portfolio, value $15,534,119.
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 50,991 sharesChange vs previous 13F not available
1.62% of the 13F portfolio, value $13,633,336.
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).