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Ark Wealth Advisors LLC: SCHW position timeline

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

Ark Wealth Advisors LLC held 9,889 SCHW 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 9,889 shares
    Change vs previous 13F +321 shares

    0.81% of the 13F portfolio, value $912,458.

    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 9,568 shares
    Change vs previous 13F +487 shares

    0.89% of the 13F portfolio, value $899,201.

    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 9,081 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $907,283.

    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).