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ARQ WEALTH ADVISORS, LLC: IUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARQ WEALTH ADVISORS, LLC on IUS, newest first. How the timeline and the estimate are built.

ARQ WEALTH ADVISORS, LLC held 247,525 IUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,525 shares
    Change vs previous 13F +44,200 shares

    2.05% of the 13F portfolio, value $16,574,669.

    13F-HR 0001811827-26-000004 filed by ARQ 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 203,325 shares
    Change vs previous 13F +6,533 shares

    2.12% of the 13F portfolio, value $11,775,361.

    13F-HR 0001811827-26-000003 filed by ARQ 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 196,792 shares
    Change vs previous 13F +218 shares

    3.04% of the 13F portfolio, value $11,248,729.

    13F-HR 0001811827-26-000001 filed by ARQ WEALTH ADVISORS, 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 196,574 shares
    Change vs previous 13F -11,564 shares

    3.21% of the 13F portfolio, value $10,852,834.

    13F-HR 0001085146-25-006007 filed by ARQ WEALTH ADVISORS, 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 208,138 shares
    Change vs previous 13F 0 shares

    3.53% of the 13F portfolio, value $10,273,673.

    13F-HR 0001085146-25-005341 filed by ARQ WEALTH ADVISORS, 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 208,138 shares
    Change vs previous 13F +1,456 shares

    3.81% of the 13F portfolio, value $10,273,673.

    13F-HR 0001085146-25-002592 filed by ARQ WEALTH ADVISORS, 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 206,682 shares
    Change vs previous 13F +5,228 shares

    3.91% of the 13F portfolio, value $10,265,920.

    13F-HR 0001085146-25-001753 filed by ARQ WEALTH ADVISORS, 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 201,454 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $10,000,201.

    13F-HR 0001085146-24-005377 filed by ARQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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