Institute for Wealth Management, LLC.
Position in ANET — Arista Networks, Inc.
CIK 1533954
DENVER, CO
Position in ANET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$474,644
+$134,789 QoQ
Shares Held
2,794
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,581
of 2,250 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,332,723 across 11 Computer Hardware names. ANET ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
16,707 | $7,208,402 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,525 | $1,471,625 | |
| 3 | WDC |
Western Digital Corp
|
2,268 | $1,448,616 | |
| 4 | SNDK |
Sandisk Corp
|
413 | $939,050 | |
| 5 | IONQ |
IonQ, Inc.
|
12,897 | $686,894 | |
| 6 | ANET |
Arista Networks, Inc.
This page
|
2,794 | $474,644 | |
| 7 | HPQ |
Hp Inc
|
2,727 | $59,830 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,235 | $36,222 |
All Filings in ANET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,644 | 2,794 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $339,855 | 2,768 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $339,760 | 2,593 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $344,604 | 2,365 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $242,986 | 2,375 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $221,464 | 577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $200,474 | 572 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||