Skip to content
Disclosery

Aris Wealth Services, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aris Wealth Services, Inc. on SPY, newest first. How the timeline and the estimate are built.

Aris Wealth Services, Inc. held 6,301 SPY shares at 2015-09-30 per its 13F-HR filed 2015-11-10.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 6,301 shares
    Change vs previous 13F -281 shares

    2.53% of the 13F portfolio, value $1,207,000.

    13F-HR 0001140361-15-040268 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2015-06-30
    13F 6,582 shares
    Change vs previous 13F +2,924 shares

    1.24% of the 13F portfolio, value $1,355,000.

    13F-HR 0001140361-15-031654 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-03-31
    13F 3,658 shares
    Change vs previous 13F +1,104 shares

    0.7% of the 13F portfolio, value $755,000.

    13F-HR 0001140361-15-019114 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-12-31
    13F 2,554 shares
    Change vs previous 13F +42 shares

    0.58% of the 13F portfolio, value $525,000.

    13F-HR 0001347935-15-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2014-09-30
    13F 2,512 shares
    Change vs previous 13F +100 shares

    0.61% of the 13F portfolio, value $495,000.

    13F-HR 0001347935-14-000016 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2014-06-30
    13F 2,412 shares
    Change vs previous 13F +893 shares

    0.62% of the 13F portfolio, value $472,000.

    13F-HR 0001347935-14-000014 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-03-31
    13F 1,519 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $284,000.

    13F-HR 0001347935-14-000007 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).