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Arista Wealth Management, LLC: WMT position timeline

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

Arista Wealth Management, LLC held 17,767 WMT 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 17,767 shares
    Change vs previous 13F +1,261 shares

    0.22% of the 13F portfolio, value $2,012,306.

    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 16,506 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $2,051,315.

    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 16,606 shares
    Change vs previous 13F -3,162 shares

    0.23% of the 13F portfolio, value $1,850,050.

    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 19,768 shares
    Change vs previous 13F -1,507 shares

    0.25% of the 13F portfolio, value $2,037,295.

    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 21,275 shares
    Change vs previous 13F +12,115 shares

    0.29% of the 13F portfolio, value $2,080,294.

    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 9,160 shares
    Change vs previous 13F +1,773 shares

    0.19% of the 13F portfolio, value $804,165.

    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 7,387 shares
    Change vs previous 13F +277 shares

    0.16% of the 13F portfolio, value $667,427.

    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 7,110 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $574,143.

    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).