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Aries Wealth Management: SPY position timeline

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

Aries Wealth Management held 26,501 SPY 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 26,501 shares
    Change vs previous 13F +592 shares

    3.89% of the 13F portfolio, value $19,790,152.

    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 25,909 shares
    Change vs previous 13F +817 shares

    3.7% of the 13F portfolio, value $16,849,659.

    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 25,092 shares
    Change vs previous 13F +769 shares

    3.79% of the 13F portfolio, value $17,110,737.

    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 24,323 shares
    Change vs previous 13F +4,979 shares

    3.83% of the 13F portfolio, value $16,203,496.

    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 19,344 shares
    Change vs previous 13F -641 shares

    3.12% of the 13F portfolio, value $11,951,690.

    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 19,985 shares
    Change vs previous 13F +567 shares

    3.04% of the 13F portfolio, value $11,179,409.

    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 19,418 shares
    Change vs previous 13F +618 shares

    3.13% of the 13F portfolio, value $11,380,501.

    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 18,800 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $10,786,688.

    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).