Arista Wealth Management, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on ADI, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 4,647 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 4,647 sharesChange vs previous 13F +1,152 shares
0.2% of the 13F portfolio, value $1,845,801.
13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,495 sharesChange vs previous 13F +10 shares
0.14% of the 13F portfolio, value $1,111,899.
13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,485 sharesChange vs previous 13F +95 shares
0.12% of the 13F portfolio, value $945,132.
13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,390 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $832,923.
13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,390 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $806,888.
13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).