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Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

ALLE holding history

Allegion plc in every 13F filed by Aaron Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLE overviewAll 13F holders of ALLEFull Q2 2026 holdings

Shares (Q2 2026)
1,444
Value
$202.9K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2022
Holdings of ALLE by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,444$202.9K<0.1%+1,444NewHolders
Q3 20250$00.0%−1,967−100.0%Sold outHolders
Q2 20251,967$283.5K<0.1%+162+9.0%AddedHolders
Q1 20251,805$235.5K<0.1%+1,805NewHolders
Q2 20220$00.0%−18,003−100.0%Sold outHolders
Q1 202218,003$164.0K<0.1%+18,003NewHolders