Arista Wealth Management, LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on DLR, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 3,972 DLR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 3,972 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $713,292.
13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,972 sharesChange vs previous 13F +14 shares
0.09% of the 13F portfolio, value $715,794.
13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,958 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $612,342.
13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,958 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $684,259.
13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,958 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $689,998.
13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).