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Aries Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aries Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Aries Wealth Management held 86,337 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,337 shares
    Change vs previous 13F -11 shares

    4.91% of the 13F portfolio, value $24,982,474.

    13F-HR 0001172661-26-002775 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,348 shares
    Change vs previous 13F -939 shares

    4.82% of the 13F portfolio, value $21,914,259.

    13F-HR 0001172661-26-001991 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,287 shares
    Change vs previous 13F -393 shares

    5.25% of the 13F portfolio, value $23,729,844.

    13F-HR 0001172661-26-000402 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,680 shares
    Change vs previous 13F -742 shares

    5.28% of the 13F portfolio, value $22,325,958.

    13F-HR 0001172661-25-004662 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 88,422 shares
    Change vs previous 13F -1,376 shares

    4.74% of the 13F portfolio, value $18,141,542.

    13F-HR 0001085146-25-004192 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,798 shares
    Change vs previous 13F -1,701 shares

    5.42% of the 13F portfolio, value $19,946,830.

    13F-HR 0001085146-25-002137 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,499 shares
    Change vs previous 13F -853 shares

    6.31% of the 13F portfolio, value $22,913,180.

    13F-HR 0001085146-25-000630 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 92,352 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $21,518,016.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).