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Arista Wealth Management, LLC: MSFT position timeline

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

Arista Wealth Management, LLC held 24,924 MSFT 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 24,924 shares
    Change vs previous 13F +1,044 shares

    1% of the 13F portfolio, value $9,297,037.

    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 23,880 shares
    Change vs previous 13F +1,026 shares

    1.08% of the 13F portfolio, value $8,839,582.

    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 22,854 shares
    Change vs previous 13F -603 shares

    1.36% of the 13F portfolio, value $11,052,819.

    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 23,457 shares
    Change vs previous 13F +2 shares

    1.51% of the 13F portfolio, value $12,149,621.

    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 23,455 shares
    Change vs previous 13F +17,393 shares

    1.61% of the 13F portfolio, value $11,666,786.

    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 6,062 shares
    Change vs previous 13F +58 shares

    0.55% of the 13F portfolio, value $2,275,740.

    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 6,004 shares
    Change vs previous 13F -208 shares

    0.61% of the 13F portfolio, value $2,530,767.

    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 6,212 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,673,205.

    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).