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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

STT holding history

State Street Corp in every 13F filed by Aries Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
4,779
Value
$810.5K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of STT by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,779$810.5K0.2%00.0%UnchangedHolders
Q1 20264,779$604.8K0.1%00.0%UnchangedHolders
Q4 20254,779$616.5K0.1%00.0%UnchangedHolders
Q3 20254,779$554.4K0.1%00.0%UnchangedHolders
Q2 20254,779$508.2K0.1%00.0%UnchangedHolders
Q1 20254,779$427.9K0.1%−500−9.5%ReducedHolders
Q4 20245,279$518.1K0.1%00.0%UnchangedHolders
Q3 20245,279$467.0K0.1%00.0%UnchangedHolders
Q2 20245,279$390.6K0.1%00.0%UnchangedHolders
Q1 20245,279$408.2K0.1%00.0%UnchangedHolders
Q4 20235,279$408.9K0.1%00.0%UnchangedHolders
Q3 20235,279$346.3K0.1%00.0%UnchangedHolders
Q2 20235,279$386.3K0.1%00.0%UnchangedHolders
Q1 20235,279$399.6K0.2%+500+10.5%AddedHolders
Q4 20224,779$370.7K0.2%00.0%UnchangedHolders
Q3 20224,779$354.0K0.2%00.0%UnchangedHolders
Q2 20224,779$295.0K0.1%+4,779NewHolders
Q1 20220$00.0%−4,779−100.0%Sold outHolders
Q4 20214,779$444.0K0.2%−465−8.9%ReducedHolders
Q3 20215,244$444.0K0.2%+558+11.9%AddedHolders
Q2 20214,686$386.0K0.2%00.0%UnchangedHolders
Q1 20214,686$406.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.