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Disclosery

Ark Wealth Advisors LLC: CRM position timeline

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

Ark Wealth Advisors LLC held 4,040 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,040 shares
    Change vs previous 13F +1,984 shares

    0.56% of the 13F portfolio, value $632,906.

    13F-HR 0001172661-26-003378 filed by Ark Wealth Advisors 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 2,056 shares
    Change vs previous 13F +900 shares

    0.38% of the 13F portfolio, value $383,794.

    13F-HR 0001172661-26-002009 filed by Ark Wealth Advisors 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 1,156 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $306,236.

    13F-HR 0001172661-26-001218 filed by Ark Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).