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Arista Wealth Management, LLC: OLLI position timeline

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

Arista Wealth Management, LLC held 3,200 OLLI 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 3,200 shares
    Change vs previous 13F -775 shares

    0.03% of the 13F portfolio, value $246,016.

    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 3,975 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $365,859.

    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).