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Aries Wealth Management: PFE position timeline

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

Aries Wealth Management held 29,237 PFE 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 29,237 shares
    Change vs previous 13F -600 shares

    0.14% of the 13F portfolio, value $704,027.

    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 29,837 shares
    Change vs previous 13F -600 shares

    0.18% of the 13F portfolio, value $837,823.

    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 30,437 shares
    Change vs previous 13F -1,000 shares

    0.17% of the 13F portfolio, value $757,881.

    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 31,437 shares
    Change vs previous 13F +1,000 shares

    0.19% of the 13F portfolio, value $801,015.

    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 30,437 shares
    Change vs previous 13F +308 shares

    0.19% of the 13F portfolio, value $737,793.

    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 30,129 shares
    Change vs previous 13F -3,090 shares

    0.21% of the 13F portfolio, value $763,469.

    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 33,219 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $881,300.

    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 33,219 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $961,358.

    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).