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Aries Wealth Management: WMT position timeline

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

Aries Wealth Management held 54,344 WMT 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 54,344 shares
    Change vs previous 13F -15 shares

    1.21% of the 13F portfolio, value $6,155,001.

    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 54,359 shares
    Change vs previous 13F -121 shares

    1.49% of the 13F portfolio, value $6,755,737.

    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 54,480 shares
    Change vs previous 13F +789 shares

    1.34% of the 13F portfolio, value $6,069,617.

    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 53,691 shares
    Change vs previous 13F +70 shares

    1.31% of the 13F portfolio, value $5,533,394.

    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 53,621 shares
    Change vs previous 13F -1,834 shares

    1.37% of the 13F portfolio, value $5,243,061.

    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 55,455 shares
    Change vs previous 13F -312 shares

    1.32% of the 13F portfolio, value $4,868,394.

    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 55,767 shares
    Change vs previous 13F -737 shares

    1.39% of the 13F portfolio, value $5,038,548.

    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 56,504 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,562,698.

    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).