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Aries Wealth Management: PEP position timeline

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

Aries Wealth Management held 14,166 PEP 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 14,166 shares
    Change vs previous 13F -328 shares

    0.38% of the 13F portfolio, value $1,918,076.

    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 14,494 shares
    Change vs previous 13F -885 shares

    0.49% of the 13F portfolio, value $2,250,773.

    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 15,379 shares
    Change vs previous 13F +77 shares

    0.49% of the 13F portfolio, value $2,207,194.

    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 15,302 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,149,013.

    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 15,302 shares
    Change vs previous 13F -290 shares

    0.53% of the 13F portfolio, value $2,020,476.

    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 15,592 shares
    Change vs previous 13F +894 shares

    0.63% of the 13F portfolio, value $2,337,864.

    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 14,698 shares
    Change vs previous 13F +60 shares

    0.62% of the 13F portfolio, value $2,234,978.

    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 14,638 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,489,192.

    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).