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Aries Wealth Management: QUAL position timeline

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

Aries Wealth Management held 23,584 QUAL 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 23,584 shares
    Change vs previous 13F -96 shares

    1.02% of the 13F portfolio, value $5,175,037.

    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 23,680 shares
    Change vs previous 13F -286 shares

    1% of the 13F portfolio, value $4,542,061.

    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 23,966 shares
    Change vs previous 13F -290 shares

    1.05% of the 13F portfolio, value $4,760,127.

    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 24,256 shares
    Change vs previous 13F -49 shares

    1.12% of the 13F portfolio, value $4,717,792.

    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 24,305 shares
    Change vs previous 13F -3,209 shares

    1.16% of the 13F portfolio, value $4,443,440.

    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 27,514 shares
    Change vs previous 13F -944 shares

    1.28% of the 13F portfolio, value $4,701,867.

    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 28,458 shares
    Change vs previous 13F -224 shares

    1.4% of the 13F portfolio, value $5,067,801.

    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 28,682 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $5,142,683.

    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).