Aaron Wealth Advisors LLC historic quarter change: USA SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Aaron Wealth Advisors LLC opened 1 positions, added to 2, reduced 0 and sold out of 1.
- Q1 2026: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 57,589.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1812198), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Saratoga Research & Investment Management | United States | $1.762B | 46 |
| NEA Management Company, LLC | United States | $1.759B | 26 |
| Simplicity Wealth,LLC | United States | $1.765B | 748 |
| Contrarius Group Holdings Ltd | Bermuda | $1.766B | 47 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | United States | $1.756B | 403 |
| Campbell & CO Investment Adviser LLC | United States | $1.756B | 1,014 |
| Knights of Columbus Asset Advisors LLC | United States | $1.770B | 397 |
| GRANDFIELD & DODD, LLC | United States | $1.771B | 209 |
| HITE Hedge Asset Management LLC | United States | $1.772B | 126 |
| FOUNDERS FINANCIAL SECURITIES LLC | United States | $1.772B | 530 |