Skip to content
Disclosery

Arista Wealth Management, LLC: SPYM position timeline

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

Arista Wealth Management, LLC held 35,309 SPYM 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 35,309 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $3,102,955.

    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 35,309 shares
    Change vs previous 13F -1,916 shares

    0.33% of the 13F portfolio, value $2,702,551.

    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 37,225 shares
    Change vs previous 13F +669 shares

    0.37% of the 13F portfolio, value $2,986,189.

    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 36,556 shares
    Change vs previous 13F -259 shares

    0.36% of the 13F portfolio, value $2,863,797.

    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 36,815 shares
    Change vs previous 13F +282 shares

    0.37% of the 13F portfolio, value $2,676,082.

    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 36,533 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,402,410.

    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 36,533 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,518,585.

    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 36,533 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,466,343.

    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).