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Aries Wealth Management: EFA position timeline

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

Aries Wealth Management held 209,435 EFA 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 209,435 shares
    Change vs previous 13F +12,772 shares

    4.27% of the 13F portfolio, value $21,756,108.

    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 196,663 shares
    Change vs previous 13F +19,999 shares

    4.2% of the 13F portfolio, value $19,101,877.

    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 176,664 shares
    Change vs previous 13F +20,135 shares

    3.76% of the 13F portfolio, value $16,965,044.

    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 156,529 shares
    Change vs previous 13F +12,190 shares

    3.46% of the 13F portfolio, value $14,615,113.

    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 144,339 shares
    Change vs previous 13F +13,936 shares

    3.37% of the 13F portfolio, value $12,902,463.

    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 130,403 shares
    Change vs previous 13F +13,040 shares

    2.89% of the 13F portfolio, value $10,657,837.

    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 117,363 shares
    Change vs previous 13F -1,131 shares

    2.44% of the 13F portfolio, value $8,873,816.

    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 118,494 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $9,909,653.

    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).