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Arista Wealth Management, LLC: DFAE position timeline

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

Arista Wealth Management, LLC held 638,179 DFAE 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 638,179 shares
    Change vs previous 13F +22,096 shares

    2.77% of the 13F portfolio, value $25,661,183.

    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 616,083 shares
    Change vs previous 13F -21,835 shares

    2.54% of the 13F portfolio, value $20,860,556.

    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 637,918 shares
    Change vs previous 13F +15,655 shares

    2.55% of the 13F portfolio, value $20,776,987.

    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 622,263 shares
    Change vs previous 13F +21,238 shares

    2.44% of the 13F portfolio, value $19,619,947.

    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 601,025 shares
    Change vs previous 13F +16,703 shares

    2.41% of the 13F portfolio, value $17,399,676.

    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 584,322 shares
    Change vs previous 13F +21,177 shares

    3.67% of the 13F portfolio, value $15,128,099.

    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 563,145 shares
    Change vs previous 13F +14,083 shares

    3.43% of the 13F portfolio, value $14,286,992.

    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 549,062 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $15,049,783.

    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).