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Disclosery

Aries Wealth Management: XLI position timeline

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

Aries Wealth Management held 1,153 XLI 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 1,153 shares
    Change vs previous 13F +1,153 shares

    0.04% of the 13F portfolio, value $213,570.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,560 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 3,560 shares
    Change vs previous 13F +349 shares

    0.13% of the 13F portfolio, value $466,609.

    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).

  4. period ended2024-12-31
    13F 3,211 shares
    Change vs previous 13F +1,112 shares

    0.12% of the 13F portfolio, value $423,081.

    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).

  5. period ended2024-09-30
    13F 2,099 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $284,289.

    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).