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Aries Wealth Management: GDLC position timeline

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

Aries Wealth Management held 46,080 GDLC 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 46,080 shares
    Change vs previous 13F +18,335 shares

    0.24% of the 13F portfolio, value $1,216,051.

    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 27,745 shares
    Change vs previous 13F +13,147 shares

    0.19% of the 13F portfolio, value $865,367.

    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 14,598 shares
    Change vs previous 13F +7,640 shares

    0.13% of the 13F portfolio, value $603,236.

    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 6,958 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $388,952.

    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).