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ARQ WEALTH ADVISORS, LLC: SCHW position timeline

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

ARQ WEALTH ADVISORS, LLC held 44,613 SCHW 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 44,613 shares
    Change vs previous 13F -4,097 shares

    0.56% of the 13F portfolio, value $4,497,039.

    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 48,710 shares
    Change vs previous 13F +42,450 shares

    0.83% of the 13F portfolio, value $4,577,745.

    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 6,260 shares
    Change vs previous 13F -1,525 shares

    0.17% of the 13F portfolio, value $625,437.

    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 7,785 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $743,234.

    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).