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Aries Wealth Management: ARES position timeline

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

Aries Wealth Management held 3,726 ARES 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 3,726 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $414,741.

    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 3,726 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $406,507.

    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 3,726 shares
    Change vs previous 13F -72 shares

    0.13% of the 13F portfolio, value $602,233.

    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 3,798 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $607,262.

    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 3,799 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $657,987.

    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 3,799 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $556,971.

    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 3,799 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $672,537.

    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 3,799 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $592,036.

    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).