Position in ARES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$414,741
+$8,235 QoQ
Shares Held
3,726
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#510
of 799 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aries Wealth Management holds $4,213,209 across 6 Asset Management names. ARES ranks #5 (9.8% of the industry book) .
All Filings in ARES
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,741 | 3,726 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $406,506 | 3,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $602,233 | 3,726 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $607,262 | 3,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $657,986 | 3,799 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $556,971 | 3,799 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $672,536 | 3,799 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $592,036 | 3,799 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||