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Arista Wealth Management, LLC: PFF position timeline

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

Arista Wealth Management, LLC held 69,716 PFF 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 69,716 shares
    Change vs previous 13F +1,898 shares

    0.23% of the 13F portfolio, value $2,125,641.

    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 67,818 shares
    Change vs previous 13F +13,822 shares

    0.25% of the 13F portfolio, value $2,056,242.

    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 53,996 shares
    Change vs previous 13F -7,686 shares

    0.21% of the 13F portfolio, value $1,671,716.

    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 61,682 shares
    Change vs previous 13F +9,364 shares

    0.24% of the 13F portfolio, value $1,950,385.

    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 52,318 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,605,116.

    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).