Position in KOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$974,000
+$21,000 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#95
of 200 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Aries Wealth Management holds $2,513,233 across 8 Biotechnology names. KOD ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
4,000 | $979,080 | |
| 2 | KOD |
Kodiak Sciences Inc.
This page
|
25,000 | $974,000 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
605 | $300,521 | |
| 4 | VSTM |
Verastem, Inc.
|
30,833 | $117,782 | |
| 5 | ABEO |
Abeona Therapeutics Inc.
|
12,500 | $77,250 | |
| 6 | EDIT |
Editas Medicine, Inc.
|
12,500 | $40,500 | |
| 7 | MTVA |
MetaVia Inc.
|
10,000 | $14,300 | |
| 8 | TCRX |
TScan Therapeutics, Inc.
|
10,000 | $9,800 |
All Filings in KOD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,000 | 25,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $953,000 | 25,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $699,000 | 25,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $409,250 | 25,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $93,250 | 25,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $70,250 | 25,000 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $226,780 | 2,000 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $293,820 | 2,000 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||