Arista Wealth Management, LLC: B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on B, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 26,704 B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 26,704 sharesChange vs previous 13F -1,396 shares
0.11% of the 13F portfolio, value $980,838.
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 28,100 sharesChange vs previous 13F +21,100 shares
0.14% of the 13F portfolio, value $1,146,199.
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 7,000 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $304,850.
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).