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Aries Wealth Management: XLV position timeline

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

Aries Wealth Management held 4,394 XLV 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 4,394 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $697,152.

    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 4,444 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $651,535.

    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 4,444 shares
    Change vs previous 13F -450 shares

    0.15% of the 13F portfolio, value $687,931.

    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 4,894 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $681,098.

    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 4,894 shares
    Change vs previous 13F -591 shares

    0.17% of the 13F portfolio, value $659,662.

    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 5,485 shares
    Change vs previous 13F +127 shares

    0.22% of the 13F portfolio, value $800,865.

    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 5,358 shares
    Change vs previous 13F -463 shares

    0.2% of the 13F portfolio, value $737,100.

    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 5,821 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $896,550.

    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).