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Disclosery

Aries Wealth Management: SGOV position timeline

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

Aries Wealth Management held 141,955 SGOV 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 141,955 shares
    Change vs previous 13F +51,255 shares

    2.81% of the 13F portfolio, value $14,290,610.

    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 90,700 shares
    Change vs previous 13F +24,250 shares

    2.01% of the 13F portfolio, value $9,129,862.

    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 66,450 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $6,670,251.

    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).