Arista Wealth Management, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on PFE, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 71,676 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 71,676 sharesChange vs previous 13F +10,039 shares
0.19% of the 13F portfolio, value $1,725,958.
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 61,637 sharesChange vs previous 13F +577 shares
0.21% of the 13F portfolio, value $1,730,767.
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 61,060 sharesChange vs previous 13F -1,505 shares
0.19% of the 13F portfolio, value $1,520,394.
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 62,565 sharesChange vs previous 13F -466 shares
0.2% of the 13F portfolio, value $1,594,156.
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 63,031 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $1,527,871.
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).