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Aries Wealth Management: MSFT position timeline

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

Aries Wealth Management held 35,553 MSFT 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 35,553 shares
    Change vs previous 13F -274 shares

    2.6% of the 13F portfolio, value $13,262,037.

    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 35,827 shares
    Change vs previous 13F +175 shares

    2.92% of the 13F portfolio, value $13,262,137.

    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 35,652 shares
    Change vs previous 13F +99 shares

    3.82% of the 13F portfolio, value $17,242,094.

    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 35,553 shares
    Change vs previous 13F +334 shares

    4.36% of the 13F portfolio, value $18,414,756.

    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 35,219 shares
    Change vs previous 13F -351 shares

    4.58% of the 13F portfolio, value $17,518,359.

    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 35,570 shares
    Change vs previous 13F +865 shares

    3.63% of the 13F portfolio, value $13,352,680.

    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 34,705 shares
    Change vs previous 13F -498 shares

    4.03% of the 13F portfolio, value $14,628,222.

    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 35,203 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $15,147,917.

    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).