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Arista Wealth Management, LLC: DFAI position timeline

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

Arista Wealth Management, LLC held 1,077,141 DFAI 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 1,077,141 shares
    Change vs previous 13F +33,089 shares

    4.79% of the 13F portfolio, value $44,432,084.

    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 1,044,052 shares
    Change vs previous 13F -42,126 shares

    4.95% of the 13F portfolio, value $40,676,269.

    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 1,086,178 shares
    Change vs previous 13F +13,032 shares

    5.09% of the 13F portfolio, value $41,394,250.

    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 1,073,146 shares
    Change vs previous 13F +25,287 shares

    4.85% of the 13F portfolio, value $39,008,858.

    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 1,047,859 shares
    Change vs previous 13F +34,789 shares

    5.01% of the 13F portfolio, value $36,224,501.

    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 1,013,070 shares
    Change vs previous 13F +16,505 shares

    7.67% of the 13F portfolio, value $31,638,170.

    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 996,565 shares
    Change vs previous 13F +14,221 shares

    6.98% of the 13F portfolio, value $29,099,706.

    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 982,344 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $31,218,901.

    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).