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Aaron Wealth Advisors LLC: VBR position timeline

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

Aaron Wealth Advisors LLC held 146,065 VBR 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 146,065 shares
    Change vs previous 13F +3,971 shares

    1.65% of the 13F portfolio, value $33,745,590.

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

  2. period ended2026-06-30
    13F 142,094 shares
    Change vs previous 13F -8,883 shares

    1.75% of the 13F portfolio, value $34,527,584.

    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 150,977 shares
    Change vs previous 13F +12,726 shares

    1.89% of the 13F portfolio, value $32,799,858.

    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 138,251 shares
    Change vs previous 13F +1,571 shares

    1.63% of the 13F portfolio, value $29,280,325.

    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).

  5. period ended2025-09-30
    13F 136,680 shares
    Change vs previous 13F +40,105 shares

    1.72% of the 13F portfolio, value $28,526,633.

    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).

  6. period ended2025-06-30
    13F 96,575 shares
    Change vs previous 13F -3,533 shares

    1.92% of the 13F portfolio, value $18,833,205.

    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).

  7. period ended2025-03-31
    13F 100,108 shares
    Change vs previous 13F +3,980 shares

    2.14% of the 13F portfolio, value $18,649,042.

    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).

  8. period ended2024-12-31
    13F 96,128 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $19,050,203.

    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).