Aries Wealth Management historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Aries Wealth Management opened 4 positions, added to 6, reduced 7 and sold out of 10.
- Q1 2026: Stock FUBOTV INC; Country of operation United States; Class CLASS A COM SHS; Shares before 10,000.
- Q2 2025: Stock ROCKET LAB USA INC; Country of operation United States; Class COM; Shares before 24,708.
- Q2 2025: Stock STEM INC; Country of operation United States; Class COM; Shares before 50,000.
- Q2 2025: Stock FORGE GLOBAL HOLDINGS INC; Country of operation United States; Class COM; Shares before 20,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729515), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Garden State Investment Advisory Services LLC | United States | $0.455B | 339 |
| AM INVESTMENT STRATEGIES LLC | United States | $0.455B | 111 |
| Twelve Points Wealth Management LLC | United States | $0.455B | 200 |
| WEST MICHIGAN ADVISORS, LLC | United States | $0.455B | 298 |
| Herold Advisors, Inc. | United States | $0.455B | 263 |
| Adams Wealth Management | United States | $0.455B | 145 |
| ENTRUST GLOBAL PARTNERS L L C | United States | $0.456B | 6 |
| FWL INVESTMENT MANAGEMENT, LLC | United States | $0.456B | 346 |
| Halter Ferguson Financial Inc. | United States | $0.456B | 38 |
| Paradiem, LLC | United States | $0.454B | 70 |