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Aries Wealth Management: ACWX position timeline

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

Aries Wealth Management held 15,436 ACWX 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 15,436 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,174,834.

    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 15,436 shares
    Change vs previous 13F +4,134 shares

    0.23% of the 13F portfolio, value $1,056,903.

    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 11,302 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $758,703.

    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 11,302 shares
    Change vs previous 13F -65 shares

    0.17% of the 13F portfolio, value $734,743.

    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 11,367 shares
    Change vs previous 13F +3,906 shares

    0.18% of the 13F portfolio, value $692,705.

    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 7,461 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $413,712.

    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 7,461 shares
    Change vs previous 13F +2,627 shares

    0.11% of the 13F portfolio, value $389,166.

    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 4,834 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $276,601.

    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).