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Aries Wealth Management: IBM position timeline

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

Aries Wealth Management held 11,537 IBM 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 11,537 shares
    Change vs previous 13F +100 shares

    0.64% of the 13F portfolio, value $3,244,320.

    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 11,437 shares
    Change vs previous 13F -80 shares

    0.61% of the 13F portfolio, value $2,772,214.

    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 11,517 shares
    Change vs previous 13F +80 shares

    0.76% of the 13F portfolio, value $3,411,451.

    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 11,437 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $3,227,064.

    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 11,437 shares
    Change vs previous 13F -750 shares

    0.88% of the 13F portfolio, value $3,371,399.

    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 12,187 shares
    Change vs previous 13F +550 shares

    0.82% of the 13F portfolio, value $3,030,419.

    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 11,637 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,558,162.

    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 11,637 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,572,708.

    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).