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Aries Wealth Management: COST position timeline

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

Aries Wealth Management held 4,025 COST 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 4,025 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $3,765,267.

    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 4,025 shares
    Change vs previous 13F +107 shares

    0.88% of the 13F portfolio, value $4,010,631.

    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 3,918 shares
    Change vs previous 13F +150 shares

    0.75% of the 13F portfolio, value $3,378,648.

    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 3,768 shares
    Change vs previous 13F +204 shares

    0.83% of the 13F portfolio, value $3,487,774.

    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 3,564 shares
    Change vs previous 13F -123 shares

    0.92% of the 13F portfolio, value $3,528,146.

    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 3,687 shares
    Change vs previous 13F +140 shares

    0.95% of the 13F portfolio, value $3,487,091.

    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 3,547 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $3,250,010.

    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 3,547 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,144,486.

    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).