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Aries Wealth Management: ACWI position timeline

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

Aries Wealth Management held 22,305 ACWI 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 22,305 shares
    Change vs previous 13F +228 shares

    0.69% of the 13F portfolio, value $3,501,216.

    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 22,077 shares
    Change vs previous 13F +537 shares

    0.67% of the 13F portfolio, value $3,054,794.

    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 21,540 shares
    Change vs previous 13F +158 shares

    0.67% of the 13F portfolio, value $3,047,695.

    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 21,382 shares
    Change vs previous 13F +308 shares

    0.7% of the 13F portfolio, value $2,955,848.

    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 21,074 shares
    Change vs previous 13F +20 shares

    0.71% of the 13F portfolio, value $2,710,116.

    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 21,054 shares
    Change vs previous 13F +362 shares

    0.67% of the 13F portfolio, value $2,450,475.

    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 20,692 shares
    Change vs previous 13F +592 shares

    0.67% of the 13F portfolio, value $2,431,310.

    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 20,100 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,402,955.

    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).