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Disclosery

Aries Wealth Management: SDY position timeline

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

Aries Wealth Management held 48,515 SDY 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 48,515 shares
    Change vs previous 13F -1,200 shares

    1.45% of the 13F portfolio, value $7,383,013.

    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 49,715 shares
    Change vs previous 13F -1,055 shares

    1.6% of the 13F portfolio, value $7,255,407.

    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 50,770 shares
    Change vs previous 13F -659 shares

    1.56% of the 13F portfolio, value $7,065,153.

    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 51,429 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $7,202,631.

    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 51,429 shares
    Change vs previous 13F -884 shares

    1.82% of the 13F portfolio, value $6,980,458.

    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 52,313 shares
    Change vs previous 13F -150 shares

    1.93% of the 13F portfolio, value $7,097,828.

    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 52,463 shares
    Change vs previous 13F -1,594 shares

    1.91% of the 13F portfolio, value $6,930,362.

    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 54,057 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $7,678,256.

    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).