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Aries Wealth Management: CTA position timeline

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

Aries Wealth Management held 39,856 CTA 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 39,856 shares
    Change vs previous 13F +1,350 shares

    0.2% of the 13F portfolio, value $1,033,865.

    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 38,506 shares
    Change vs previous 13F -1,800 shares

    0.26% of the 13F portfolio, value $1,163,651.

    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 40,306 shares
    Change vs previous 13F -14,785 shares

    0.24% of the 13F portfolio, value $1,098,742.

    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 55,091 shares
    Change vs previous 13F -390 shares

    0.36% of the 13F portfolio, value $1,540,895.

    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 55,481 shares
    Change vs previous 13F +4,206 shares

    0.39% of the 13F portfolio, value $1,483,562.

    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 51,275 shares
    Change vs previous 13F +40 shares

    0.41% of the 13F portfolio, value $1,517,740.

    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 51,235 shares
    Change vs previous 13F +6,800 shares

    0.39% of the 13F portfolio, value $1,428,944.

    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 44,435 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,155,310.

    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).