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Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
3,665
Value
$299.3K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2022
Holdings of TRI by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,665$299.3K<0.1%−1,642−30.9%ReducedHolders
Q1 20265,307$477.5K<0.1%+5,307NewHolders
Q4 20230$00.0%−21,878−100.0%Sold outHolders
Q3 202321,878$2.68M0.3%−169−0.8%ReducedHolders
Q2 202322,047$2.98M0.4%−826−3.6%ReducedHolders
Q1 202322,873$2.98M0.4%00.0%UnchangedHolders
Q4 202222,873$2.61M0.4%+176+0.8%AddedHolders
Q3 202222,697$2.33M0.4%+22,697NewHolders