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Disclosery

Aries Wealth Management: SHY position timeline

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

Aries Wealth Management held 67,145 SHY 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 67,145 shares
    Change vs previous 13F +3,982 shares

    1.08% of the 13F portfolio, value $5,513,276.

    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 63,163 shares
    Change vs previous 13F +6,193 shares

    1.15% of the 13F portfolio, value $5,215,369.

    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 56,970 shares
    Change vs previous 13F +15,195 shares

    1.04% of the 13F portfolio, value $4,718,255.

    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 41,775 shares
    Change vs previous 13F +2,378 shares

    0.82% of the 13F portfolio, value $3,465,654.

    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 39,397 shares
    Change vs previous 13F +5,707 shares

    0.85% of the 13F portfolio, value $3,264,435.

    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 33,690 shares
    Change vs previous 13F +7,595 shares

    0.76% of the 13F portfolio, value $2,787,174.

    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 26,095 shares
    Change vs previous 13F +2,592 shares

    0.59% of the 13F portfolio, value $2,139,268.

    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 23,503 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,954,274.

    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).