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Aries Wealth Management: BTC position timeline

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

Aries Wealth Management held 64,542 BTC 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 64,542 shares
    Change vs previous 13F +840 shares

    0.33% of the 13F portfolio, value $1,674,865.

    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 63,702 shares
    Change vs previous 13F +13,241 shares

    0.42% of the 13F portfolio, value $1,910,423.

    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 50,461 shares
    Change vs previous 13F +12,958 shares

    0.43% of the 13F portfolio, value $1,954,355.

    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 37,503 shares
    Change vs previous 13F +2,835 shares

    0.45% of the 13F portfolio, value $1,898,777.

    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 34,668 shares
    Change vs previous 13F +2,819 shares

    0.43% of the 13F portfolio, value $1,655,397.

    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 31,849 shares
    Change vs previous 13F +17,376 shares

    0.32% of the 13F portfolio, value $1,162,170.

    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 14,473 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $605,985.

    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).