Aries Wealth Management has submitted its latest 13F-HR report, revealing its institutional investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset allocations, which can influence perceptions in the competitive financial services sector.
Background
Aries Wealth Management, identified by CIK 0001729515, operates within the financial services industry. The company has consistently filed 13F-HR forms, with the most recent submission on October 23, 2026. This filing follows a series of quarterly reports, showcasing the firm's ongoing investment activities. The firm is based in Portland, Maine, with a mailing address at 70 Center Street, 2nd Floor.
What the Filing Says
The recent filing, accession number 0001172661-26-004677, was accepted on October 23, 2026. It covers the period ending September 30, 2026, and includes details about the company’s holdings. However, specific details regarding the investments were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. By revealing its investment strategies, Aries Wealth Management could influence market perceptions and competitive dynamics.
What's Next
The filing does not say what happens next.
Company Information
Aries Wealth Management is incorporated in the state of Maine and has an Employer Identification Number (EIN) of 473622319. The firm operates on a fiscal year that ends on December 31, indicating its annual reporting cycle aligns with the calendar year.
Filing Details
The 13F-HR filing, accession number 0001172661-26-004677, consists of two documents, including the primary document and an information table. The filing was accepted on the same day it was submitted, indicating a prompt review by the SEC.
Contact Information
For any inquiries, Aries Wealth Management can be reached at their business address: 70 Center Street, 2nd Floor, Portland, ME 04101, or by phone at 207-536-0530.
Missing Information
The filing does not include specific details about the individual securities held by Aries Wealth Management, such as the names of the companies, the number of shares owned, or the market value of these holdings.