Skip to content
Disclosery

Aries Wealth Management: SHV position timeline

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

Aries Wealth Management held 5,954 SHV 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 5,954 shares
    Change vs previous 13F +345 shares

    0.13% of the 13F portfolio, value $657,001.

    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 5,609 shares
    Change vs previous 13F -1,455 shares

    0.14% of the 13F portfolio, value $619,178.

    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 7,064 shares
    Change vs previous 13F +650 shares

    0.17% of the 13F portfolio, value $778,100.

    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 6,414 shares
    Change vs previous 13F +75 shares

    0.17% of the 13F portfolio, value $708,683.

    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 6,339 shares
    Change vs previous 13F -335 shares

    0.18% of the 13F portfolio, value $699,952.

    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 6,674 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $737,210.

    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 6,659 shares
    Change vs previous 13F +2,104 shares

    0.2% of the 13F portfolio, value $733,222.

    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 4,555 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $503,920.

    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).