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Aaron Wealth Advisors LLC: WFC position timeline

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

Aaron Wealth Advisors LLC held 37,034 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,034 shares
    Change vs previous 13F -580 shares

    0.16% of the 13F portfolio, value $3,060,513.

    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).

  2. period ended2026-03-31
    13F 37,614 shares
    Change vs previous 13F -3,303 shares

    0.17% of the 13F portfolio, value $2,994,457.

    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).

  3. period ended2025-12-31
    13F 40,917 shares
    Change vs previous 13F +7,418 shares

    0.21% of the 13F portfolio, value $3,813,497.

    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).

  4. period ended2025-09-30
    13F 33,499 shares
    Change vs previous 13F +11,082 shares

    0.17% of the 13F portfolio, value $2,807,913.

    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).

  5. period ended2025-06-30
    13F 22,417 shares
    Change vs previous 13F +1,794 shares

    0.18% of the 13F portfolio, value $1,796,116.

    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).

  6. period ended2025-03-31
    13F 20,623 shares
    Change vs previous 13F +995 shares

    0.17% of the 13F portfolio, value $1,480,493.

    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).

  7. period ended2024-12-31
    13F 19,628 shares
    Change vs previous 13F +1,862 shares

    0.16% of the 13F portfolio, value $1,378,668.

    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).

  8. period ended2024-09-30
    13F 17,766 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,003,603.

    13F-HR 0001172661-24-004302 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).