Skip to content
Disclosery

Arista Wealth Management, LLC: IVV position timeline

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

Arista Wealth Management, LLC held 8,360 IVV 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 8,360 shares
    Change vs previous 13F -86 shares

    0.68% of the 13F portfolio, value $6,260,829.

    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 8,446 shares
    Change vs previous 13F +63 shares

    0.67% of the 13F portfolio, value $5,517,106.

    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 8,383 shares
    Change vs previous 13F +5 shares

    0.71% of the 13F portfolio, value $5,741,951.

    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 8,378 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $5,607,326.

    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 8,378 shares
    Change vs previous 13F +1,897 shares

    0.72% of the 13F portfolio, value $5,201,836.

    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 6,481 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $3,641,615.

    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 6,481 shares
    Change vs previous 13F +2 shares

    0.91% of the 13F portfolio, value $3,815,174.

    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 6,479 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,736,958.

    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).