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Disclosery

Aries Wealth Management: USMV position timeline

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

Aries Wealth Management held 28,880 USMV 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 28,880 shares
    Change vs previous 13F -419 shares

    0.55% of the 13F portfolio, value $2,785,765.

    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 29,299 shares
    Change vs previous 13F -786 shares

    0.6% of the 13F portfolio, value $2,717,189.

    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 30,085 shares
    Change vs previous 13F -560 shares

    0.63% of the 13F portfolio, value $2,832,804.

    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 30,645 shares
    Change vs previous 13F -1,673 shares

    0.69% of the 13F portfolio, value $2,915,565.

    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 32,318 shares
    Change vs previous 13F -6,823 shares

    0.79% of the 13F portfolio, value $3,033,691.

    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 39,141 shares
    Change vs previous 13F -1,483 shares

    1% of the 13F portfolio, value $3,665,946.

    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 40,624 shares
    Change vs previous 13F -55 shares

    0.99% of the 13F portfolio, value $3,607,005.

    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 40,679 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,714,399.

    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).