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Aries Wealth Management: AGG position timeline

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

Aries Wealth Management held 31,049 AGG 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 31,049 shares
    Change vs previous 13F +3,992 shares

    0.6% of the 13F portfolio, value $3,073,230.

    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 27,057 shares
    Change vs previous 13F +793 shares

    0.59% of the 13F portfolio, value $2,685,948.

    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 26,264 shares
    Change vs previous 13F +4,229 shares

    0.58% of the 13F portfolio, value $2,623,248.

    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 22,035 shares
    Change vs previous 13F +550 shares

    0.52% of the 13F portfolio, value $2,209,009.

    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 21,485 shares
    Change vs previous 13F +916 shares

    0.56% of the 13F portfolio, value $2,131,312.

    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 20,569 shares
    Change vs previous 13F +548 shares

    0.55% of the 13F portfolio, value $2,034,685.

    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 20,021 shares
    Change vs previous 13F +3,219 shares

    0.53% of the 13F portfolio, value $1,940,035.

    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 16,802 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,701,539.

    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).