Arista Wealth Management, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on PEP, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 3,353 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 3,353 sharesChange vs previous 13F +9 shares
0.05% of the 13F portfolio, value $453,996.
13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,344 sharesChange vs previous 13F +92 shares
0.06% of the 13F portfolio, value $519,290.
13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,252 sharesChange vs previous 13F -220 shares
0.06% of the 13F portfolio, value $466,727.
13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,472 sharesChange vs previous 13F -41 shares
0.06% of the 13F portfolio, value $487,608.
13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,513 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $463,857.
13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).