Aaron Wealth Advisors

SEC CIK: 0001812198
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SF holding history

Stifel Financial Corp 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.

SF overview All 13F holders of SF Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of SF by Aaron Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,406−100.0%	Sold out	Holders
Q4 2025	3,406	$426.5K	<0.1%	+703+26.0%	Added	Holders
Q3 2025	2,703	$306.7K	<0.1%	+2,703	New	Holders