Arista Wealth Management, LLC: CRM position timeline

Arista Wealth Management, LLC held 4,096 CRM 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 4,096 shares

   Change vs previous 13F -847 shares

   0.07% of the 13F portfolio, value $641,679.

   13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,943 shares

   Change vs previous 13F -579 shares

   0.11% of the 13F portfolio, value $922,710.

   13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,522 shares

   Change vs previous 13F -2,192 shares

   0.18% of the 13F portfolio, value $1,462,833.

   13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,714 shares

   Change vs previous 13F +18 shares

   0.23% of the 13F portfolio, value $1,828,218.

   13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,696 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $2,098,622.

   13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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