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Taylor & Morgan Wealth Management, LLC: ARKB position timeline

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

Taylor & Morgan Wealth Management, LLC held 29,513 ARKB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,513 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $817,215.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,513 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $574,323.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 29,513 shares
    Change vs previous 13F -10,564 shares

    0.38% of the 13F portfolio, value $663,747.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 40,077 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,163,836.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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