SPB β€” SPECTRUM BRANDS HLDGS INC NE

Ownership history in Aaron Wealth Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported SPECTRUM BRANDS HLDGS INC NE (SPB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows SPB at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in SPECTRUM BRANDS HLDGS INC NE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aaron Wealth Advisors LLC held SPB β€” position size vs. price
% of Fund (quarterly)    SPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,576 -4,926 -36.5% 0.04% $632K 2026-04-21 $82.71
2025 Q4 ADDED 13,502 +65 +0.5% 0.04% $798K 2026-01-21 $63.50
2025 Q3 INITIATED 13,437 β€” β€” 0.04% $706K 2025-10-03 $54.22

FAQ About Aaron Wealth Advisors LLC and SPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning SPB?

Aaron Wealth Advisors LLC reported SPB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SPB position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for SPB was 0.04% in 2025 Q4.

What is the latest reported SPB position on this page?

The most recent filing on this page is 2026 Q1, when Aaron Wealth Advisors LLC reported 8,576 shares, equal to 0.04% of portfolio, with an estimated market value of $632K.

What does the chart on this SPB ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly SPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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