Arista Wealth Management, LLC: KGC position timeline

Arista Wealth Management, LLC held 18,000 KGC 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 18,000 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $425,160.

   13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,000 shares

   Change vs previous 13F +8,000 shares

   0.07% of the 13F portfolio, value $549,360.

   13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,000 shares

   Change vs previous 13F +10,000 shares

   0.03% of the 13F portfolio, value $281,600.

   13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,000 shares

   13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 10,000 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $156,300.

   13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).