Phillips Wealth Planners LLC: ARKK position timeline

Phillips Wealth Planners LLC held 5,865 ARKK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,865 shares

   Change vs previous 13F -69 shares

   0.35% of the 13F portfolio, value $476,179.

   13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,934 shares

   Change vs previous 13F -230 shares

   0.36% of the 13F portfolio, value $474,898.

   13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,164 shares

   Change vs previous 13F -19 shares

   0.4% of the 13F portfolio, value $494,908.

   13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,183 shares

   Change vs previous 13F 0 shares

   0.47% of the 13F portfolio, value $566,301.

   13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,183 shares

   Change vs previous 13F 0 shares

   0.4% of the 13F portfolio, value $438,375.

   13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 6,183 shares

   Change vs previous 13F -70 shares

   0.3% of the 13F portfolio, value $283,738.

   13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,253 shares

   Change vs previous 13F 0 shares

   0.36% of the 13F portfolio, value $359,360.

   13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 6,253 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $298,206.

   13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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