Arista Wealth Management, LLC: VUG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 295,158 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 295,158 sharesChange vs previous 13F +245,965 shares
2.74% of the 13F portfolio, value $25,424,910.
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 49,193 sharesChange vs previous 13F 0 shares
2.62% of the 13F portfolio, value $21,487,010.
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 49,193 sharesChange vs previous 13F 0 shares
2.95% of the 13F portfolio, value $23,999,297.
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 49,193 sharesChange vs previous 13F 0 shares
2.94% of the 13F portfolio, value $23,593,455.
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 49,193 sharesChange vs previous 13F not available
2.98% of the 13F portfolio, value $21,566,211.
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).