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ARQ WEALTH ADVISORS, LLC: JPMB position timeline

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

ARQ WEALTH ADVISORS, LLC held 123,765 JPMB 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 123,765 shares
    Change vs previous 13F +37,958 shares

    0.61% of the 13F portfolio, value $4,907,914.

    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 85,807 shares
    Change vs previous 13F +7,351 shares

    0.61% of the 13F portfolio, value $3,368,183.

    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 78,456 shares
    Change vs previous 13F +2,218 shares

    0.85% of the 13F portfolio, value $3,166,846.

    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 76,238 shares
    Change vs previous 13F +26,459 shares

    0.91% of the 13F portfolio, value $3,076,783.

    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 49,779 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,918,981.

    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 49,779 shares
    Change vs previous 13F +11,836 shares

    0.71% of the 13F portfolio, value $1,918,981.

    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 37,943 shares
    Change vs previous 13F +5,948 shares

    0.55% of the 13F portfolio, value $1,446,696.

    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 31,995 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,281,915.

    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).