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Arista Wealth Management, LLC: ORCL position timeline

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

Arista Wealth Management, LLC held 6,447 ORCL 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 6,447 shares
    Change vs previous 13F -3,969 shares

    0.1% of the 13F portfolio, value $944,808.

    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 10,416 shares
    Change vs previous 13F +6,019 shares

    0.19% of the 13F portfolio, value $1,532,298.

    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 4,397 shares
    Change vs previous 13F -1,483 shares

    0.11% of the 13F portfolio, value $857,019.

    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 5,880 shares
    Change vs previous 13F +1,229 shares

    0.21% of the 13F portfolio, value $1,653,691.

    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 4,651 shares
    Change vs previous 13F +376 shares

    0.14% of the 13F portfolio, value $1,016,848.

    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 4,275 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $597,688.

    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 4,285 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $714,052.

    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 4,285 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $730,164.

    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).