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Ark Wealth Advisors LLC: XLP position timeline

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

Ark Wealth Advisors LLC held 6,037 XLP 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 6,037 shares
    Change vs previous 13F -1,923 shares

    0.45% of the 13F portfolio, value $501,494.

    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 7,960 shares
    Change vs previous 13F -2,857 shares

    0.65% of the 13F portfolio, value $652,561.

    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 10,817 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $840,265.

    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).