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Cassaday & Co Wealth Management LLC: ARKK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on ARKK, newest first. How the timeline and the estimate are built.

Cassaday & Co Wealth Management LLC held 28,932 ARKK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,932 shares
    Change vs previous 13F -441 shares

    0.04% of the 13F portfolio, value $2,338,285.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management 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 29,373 shares
    Change vs previous 13F +569 shares

    0.04% of the 13F portfolio, value $1,985,322.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management 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 28,804 shares
    Change vs previous 13F -445 shares

    0.05% of the 13F portfolio, value $2,215,604.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management 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 29,249 shares
    Change vs previous 13F +992 shares

    0.06% of the 13F portfolio, value $2,524,189.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management 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 28,257 shares
    Change vs previous 13F +8,091 shares

    0.05% of the 13F portfolio, value $1,986,185.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management 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 20,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $959,499.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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