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Aaron Wealth Advisors LLC: WDS position timeline

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

Aaron Wealth Advisors LLC held 24,976 WDS 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 24,976 shares
    Change vs previous 13F +2,755 shares

    0.03% of the 13F portfolio, value $553,718.

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

  2. period ended2026-06-30
    13F 22,221 shares
    Change vs previous 13F +620 shares

    0.02% of the 13F portfolio, value $429,310.

    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 21,601 shares
    Change vs previous 13F +9,099 shares

    0.03% of the 13F portfolio, value $515,832.

    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 12,502 shares
    Change vs previous 13F -1,205 shares

    0.01% of the 13F portfolio, value $194,906.

    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 13,707 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $206,290.

    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 14,157 shares
    Change vs previous 13F +429 shares

    0.02% of the 13F portfolio, value $218,443.

    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 13,728 shares
    Change vs previous 13F +690 shares

    0.02% of the 13F portfolio, value $198,919.

    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 13,038 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,393.

    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).