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Disclosery

Aries Wealth Management: WM position timeline

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

Aries Wealth Management held 12,349 WM 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 12,349 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,752,345.

    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 12,349 shares
    Change vs previous 13F -36 shares

    0.62% of the 13F portfolio, value $2,837,677.

    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 12,385 shares
    Change vs previous 13F -140 shares

    0.6% of the 13F portfolio, value $2,721,108.

    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 12,525 shares
    Change vs previous 13F +125 shares

    0.65% of the 13F portfolio, value $2,765,896.

    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 12,400 shares
    Change vs previous 13F +216 shares

    0.74% of the 13F portfolio, value $2,837,368.

    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 12,184 shares
    Change vs previous 13F +387 shares

    0.77% of the 13F portfolio, value $2,820,718.

    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 11,797 shares
    Change vs previous 13F +326 shares

    0.66% of the 13F portfolio, value $2,380,517.

    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 11,471 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,381,380.

    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).