Skip to content
Disclosery

Aries Wealth Management: XLK position timeline

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

Aries Wealth Management held 7,546 XLK 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 7,546 shares
    Change vs previous 13F -44 shares

    0.28% of the 13F portfolio, value $1,437,664.

    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 7,590 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,008,711.

    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 7,590 shares
    Change vs previous 13F +3,795 shares

    0.24% of the 13F portfolio, value $1,092,732.

    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 3,795 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,069,659.

    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 3,795 shares
    Change vs previous 13F -162 shares

    0.25% of the 13F portfolio, value $961,008.

    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 3,957 shares
    Change vs previous 13F +77 shares

    0.22% of the 13F portfolio, value $817,041.

    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 3,880 shares
    Change vs previous 13F -48 shares

    0.25% of the 13F portfolio, value $902,178.

    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 3,928 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $886,785.

    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).