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NBZ Investment Advisors LLC: ARKK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NBZ Investment Advisors LLC on ARKK, newest first. How the timeline and the estimate are built.

NBZ Investment Advisors LLC held 71,696 ARKK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,696 shares
    Change vs previous 13F -1,582 shares

    2.26% of the 13F portfolio, value $5,794,469.

    13F-HR 0001398344-26-014304 filed by NBZ Investment 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 73,278 shares
    Change vs previous 13F -499 shares

    2.17% of the 13F portfolio, value $4,952,858.

    13F-HR 0001398344-26-008218 filed by NBZ Investment 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 73,777 shares
    Change vs previous 13F -789 shares

    2.48% of the 13F portfolio, value $5,674,925.

    13F-HR 0001398344-26-001994 filed by NBZ Investment 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 74,566 shares
    Change vs previous 13F -4,618 shares

    3.37% of the 13F portfolio, value $6,435,044.

    13F-HR 0001398344-25-020740 filed by NBZ Investment 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 79,184 shares
    Change vs previous 13F -4,178 shares

    3.19% of the 13F portfolio, value $5,565,854.

    13F-HR 0001398344-25-014441 filed by NBZ Investment 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 83,362 shares
    Change vs previous 13F -8,774 shares

    2.29% of the 13F portfolio, value $3,966,371.

    13F-HR 0001398344-25-009079 filed by NBZ Investment 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 92,136 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,230,569.

    13F-HR 0001398344-25-002487 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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