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Disclosery

Financial Advisory Group: ARKK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Group on ARKK, newest first. How the timeline and the estimate are built.

Financial Advisory Group held 101,996 ARKK shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 101,996 shares
    Change vs previous 13F -14,181 shares

    0.9% of the 13F portfolio, value $5,107,965.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 116,177 shares
    Change vs previous 13F -1,636 shares

    1.15% of the 13F portfolio, value $6,084,195.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 117,813 shares
    Change vs previous 13F -3,899 shares

    0.96% of the 13F portfolio, value $4,673,623.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 121,712 shares
    Change vs previous 13F -2,855 shares

    1.06% of the 13F portfolio, value $5,372,347.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 124,567 shares
    Change vs previous 13F -7,570 shares

    1.01% of the 13F portfolio, value $5,025,052.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 132,137 shares
    Change vs previous 13F +806 shares

    0.88% of the 13F portfolio, value $4,128,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 131,331 shares
    Change vs previous 13F +260 shares

    1.12% of the 13F portfolio, value $4,955,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 131,071 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $5,227,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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