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Arista Wealth Management, LLC: DFAU position timeline

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

Arista Wealth Management, LLC held 2,104,785 DFAU 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 2,104,785 shares
    Change vs previous 13F +35,980 shares

    11.74% of the 13F portfolio, value $108,796,330.

    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 2,068,805 shares
    Change vs previous 13F -75,334 shares

    11.36% of the 13F portfolio, value $93,344,498.

    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 2,144,139 shares
    Change vs previous 13F +50,748 shares

    12.34% of the 13F portfolio, value $100,345,722.

    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 2,093,391 shares
    Change vs previous 13F +89,431 shares

    11.92% of the 13F portfolio, value $95,793,557.

    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 2,003,960 shares
    Change vs previous 13F +28,635 shares

    11.74% of the 13F portfolio, value $84,887,748.

    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 1,975,325 shares
    Change vs previous 13F +52,429 shares

    18.4% of the 13F portfolio, value $75,931,479.

    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 1,922,896 shares
    Change vs previous 13F +19,903 shares

    18.67% of the 13F portfolio, value $77,858,077.

    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 1,902,993 shares
    Change vs previous 13F not available

    18.14% of the 13F portfolio, value $75,529,806.

    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).