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Arista Wealth Management, LLC: VOO position timeline

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

Arista Wealth Management, LLC held 28,421 VOO 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 28,421 shares
    Change vs previous 13F -616 shares

    2.11% of the 13F portfolio, value $19,519,865.

    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 29,037 shares
    Change vs previous 13F -1,416 shares

    2.11% of the 13F portfolio, value $17,351,322.

    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 30,453 shares
    Change vs previous 13F +3,349 shares

    2.35% of the 13F portfolio, value $19,097,920.

    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 27,104 shares
    Change vs previous 13F -464 shares

    2.06% of the 13F portfolio, value $16,598,107.

    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 27,568 shares
    Change vs previous 13F +106 shares

    2.17% of the 13F portfolio, value $15,659,590.

    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 27,462 shares
    Change vs previous 13F +349 shares

    3.42% of the 13F portfolio, value $14,112,749.

    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 27,113 shares
    Change vs previous 13F +215 shares

    3.5% of the 13F portfolio, value $14,608,552.

    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 26,898 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $14,193,140.

    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).