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Aaron Wealth Advisors LLC: WSM position timeline

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

Aaron Wealth Advisors LLC held 3,956 WSM 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 3,956 shares
    Change vs previous 13F +537 shares

    0.04% of the 13F portfolio, value $901,731.

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

  2. period ended2026-06-30
    13F 3,419 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $796,969.

    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 3,418 shares
    Change vs previous 13F -2,979 shares

    0.04% of the 13F portfolio, value $623,204.

    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 6,397 shares
    Change vs previous 13F +803 shares

    0.06% of the 13F portfolio, value $1,142,440.

    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 5,594 shares
    Change vs previous 13F +4,009 shares

    0.07% of the 13F portfolio, value $1,093,347.

    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 1,585 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $258,941.

    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 1,513 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $239,205.

    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 1,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $244,252.

    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).