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Arista Wealth Management, LLC: DFUS position timeline

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

Arista Wealth Management, LLC held 97,246 DFUS 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 97,246 shares
    Change vs previous 13F -2,216 shares

    0.86% of the 13F portfolio, value $7,968,363.

    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 99,462 shares
    Change vs previous 13F +75,622 shares

    0.86% of the 13F portfolio, value $7,052,854.

    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 23,840 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,768,213.

    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 23,840 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,726,970.

    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 23,840 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,597,757.

    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 23,840 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,441,843.

    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 23,840 shares
    Change vs previous 13F -40 shares

    0.36% of the 13F portfolio, value $1,519,800.

    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 23,880 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,485,359.

    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).