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Arista Wealth Management, LLC: VGSH position timeline

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

Arista Wealth Management, LLC held 614,178 VGSH 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 614,178 shares
    Change vs previous 13F +18,569 shares

    3.86% of the 13F portfolio, value $35,745,143.

    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 595,609 shares
    Change vs previous 13F +15,781 shares

    4.24% of the 13F portfolio, value $34,866,946.

    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 579,828 shares
    Change vs previous 13F +33,189 shares

    4.19% of the 13F portfolio, value $34,053,303.

    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 546,639 shares
    Change vs previous 13F +37,624 shares

    4% of the 13F portfolio, value $32,169,698.

    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 509,015 shares
    Change vs previous 13F +15,840 shares

    4.14% of the 13F portfolio, value $29,919,903.

    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 493,175 shares
    Change vs previous 13F -55 shares

    7.02% of the 13F portfolio, value $28,944,436.

    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 493,230 shares
    Change vs previous 13F -9,685 shares

    6.88% of the 13F portfolio, value $28,696,100.

    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 502,915 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $29,682,051.

    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).