字母公司
MX ˙ BMV ˙ US02079K1079
SecurityMX:GOOG / Alphabet Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership4,877 shares
Latest Disclosed Value $ 1,399,016
Aries Wealth Management ownership in GOOG / Alphabet Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 4,877 shares of Alphabet Inc. (MX:GOOG) valued at $1,399,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,877 shares of Alphabet Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 4,877 0 0.00 1,399 -8.56 0.3076
2026-01-30 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 4,877 -265 -5.15 1,530 22.20 0.3389
2025-11-10 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 5,142 85 1.68 1,252 39.58 0.2963
2025-07-28 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 5,057 -460 -8.34 897 4.18 0.2344
2025-04-17 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 5,517 440 8.67 862 -10.87 0.2340
2025-01-30 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 5,077 0 0.00 967 13.92 0.2662
2024-10-31 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 5,077 0 0.00 849 -8.92 0.2333
2024-07-25 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 5,077 860 20.39 931 45.02 0.2934
2024-05-03 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 4,217 0 0.00 642 8.08 0.2069
2024-01-10 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 4,217 -112 -2.59 594 -2.30 0.2119
2023-10-19 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 4,329 112 2.66 608 19.22 0.2381
2023-07-14 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 4,217 0 0.00 510 16.44 0.1978
2023-04-11 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 4,217 460 12.24 439 31.53 0.1798
2023-01-19 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 3,757 80 2.18 333 -4.31 0.1437
2022-11-02 2022-09-30 13F ALPHABET CAP STK CL C 02079K107 3,677 3,498 1,954.19 348 -11.22 0.1540
2022-07-27 2022-06-30 13F ALPHABET CAP STK CL C 02079K107 179 0 0.00 392 -24.32 0.1780
2022-06-06 2021-12-31 13F/A-1 ALPHABET CAP STK CL C 02079K107 179 -4 -2.19 518 6.15 0.1974
2022-01-18 2021-12-31 13F ALPHABET CAP STK CL C 02079K107 1,253 1,070 3,626 0.1984
2021-10-13 2021-09-30 13F ALPHABET CAP STK CL C 02079K107 183 4 2.23 488 8.69 0.2064
2021-07-14 2021-06-30 13F ALPHABET CAP STK CL C 02079K107 179 0 0.00 449 11.14 0.1921
2021-04-20 2021-03-31 13F ALPHABET CAP STK CL C 02079K107 179 0 0.00 404 25.08 0.1815
2021-01-22 2020-12-31 13F ALPHABET CAP STK CL C 02079K107 179 0 0.00 323 22.81 0.1614
2020-10-14 2020-09-30 13F ALPHABET CAP STK CL C 02079K107 179 0 0.00 263 3.95 0.1493
2020-07-09 2020-06-30 13F ALPHABET CAP STK CL C 02079K107 179 -39 -17.89 253 3.69 0.1544
2020-04-09 2020-03-31 13F ALPHABET CAP STK CL C 02079K107 218 11 5.31 244 -15.57 0.1860
2020-01-13 2019-12-31 13F ALPHABET CAP STK CL C 02079K107 207 -11 -5.05 289 9.06 0.1764
2019-10-22 2019-09-30 13F ALPHABET CAP STK CL C 02079K107 218 0 0.00 265 7.29 0.1763
2019-07-15 2019-06-30 13F ALPHABET CAP STK CL C 02079K107 218 -3 -1.36 247 -4.63 0.1727
2019-04-09 2019-03-31 13F ALPHABET CAP STK CL C 02079K107 221 20 9.95 259 24.52 0.1936
2019-01-15 2018-12-31 13F ALPHABET CAP STK CL C 02079K107 201 0 0.00 208 -13.33 0.2206
2018-11-14 2018-09-30 13F ALPHABET CAP STK CL C 02079K107 201 0 0.00 240 -2.04 0.2155
2018-08-07 2018-06-30 13F ALPHABET CAP STK CL C 02079K107 201 0 0.00 245 18.36 0.2265
2018-04-17 2018-03-31 13F ALPHABET CAP STK CL C 02079K107 201 0 0.00 207 -9.61 0.2005
2018-02-05 2017-12-31 13F ALPHABET CAP STK CL C 02079K107 201 201 229 0.2109
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.