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CIK 0001812198 • 6 13F filings • Apr 28, 2025 – Jul 16, 2026
Import this data to Google Sheets with:
=jivedata("aaron-wealth-advisors-llc-0001812198-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004156 |
| $1.69B |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002640 | $1.97B | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002506 | $978.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001518 | $1.76B | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001544 | $872.4M | View |