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Arista Wealth Management, LLC: DFSV position timeline

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

Arista Wealth Management, LLC held 2,151,928 DFSV 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 2,151,928 shares
    Change vs previous 13F +48,492 shares

    9.01% of the 13F portfolio, value $83,473,277.

    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 2,103,436 shares
    Change vs previous 13F +24,269 shares

    8.97% of the 13F portfolio, value $73,704,387.

    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 2,079,167 shares
    Change vs previous 13F +106,309 shares

    8.41% of the 13F portfolio, value $68,383,799.

    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 1,972,858 shares
    Change vs previous 13F +120,452 shares

    7.81% of the 13F portfolio, value $62,815,806.

    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 1,852,406 shares
    Change vs previous 13F +68,933 shares

    7.54% of the 13F portfolio, value $54,516,316.

    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 1,783,473 shares
    Change vs previous 13F +72,702 shares

    12.17% of the 13F portfolio, value $50,204,769.

    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 1,710,771 shares
    Change vs previous 13F +56,380 shares

    12.62% of the 13F portfolio, value $52,657,546.

    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 1,654,391 shares
    Change vs previous 13F not available

    12.24% of the 13F portfolio, value $50,955,233.

    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).