Skip to content
Disclosery

Arista Wealth Management, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on AVUS, newest first. How the timeline and the estimate are built.

Arista Wealth Management, LLC held 6,708 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,708 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $859,204.

    13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,753 shares
    Change vs previous 13F -240 shares

    0.09% of the 13F portfolio, value $750,836.

    13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,993 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $781,715.

    13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,993 shares
    Change vs previous 13F -4,368 shares

    0.09% of the 13F portfolio, value $760,176.

    13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,361 shares
    Change vs previous 13F +7,765 shares

    0.16% of the 13F portfolio, value $1,145,445.

    13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,596 shares
    Change vs previous 13F +1,326 shares

    0.08% of the 13F portfolio, value $332,198.

    13F-HR 0001667731-25-000635 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,270 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $220,031.

    13F-HR 0001667731-25-000255 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,270 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $215,991.

    13F-HR 0001964758-24-000004 filed by Arista Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).