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WJ Wealth Management, LLC: ARKX position timeline

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

WJ Wealth Management, LLC held 73,553 ARKX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,553 shares
    Change vs previous 13F +19,865 shares

    0.99% of the 13F portfolio, value $2,509,597.

    13F-HR 0001801674-26-000004 filed by WJ 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 53,688 shares
    Change vs previous 13F +6,248 shares

    0.74% of the 13F portfolio, value $1,575,754.

    13F-HR 0001801674-26-000002 filed by WJ 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 47,440 shares
    Change vs previous 13F -221 shares

    0.6% of the 13F portfolio, value $1,374,813.

    13F-HR 0001801674-26-000001 filed by WJ 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/A 47,661 shares
    Change vs previous 13F +29,324 shares

    0.66% of the 13F portfolio, value $1,494,649.

    13F-HR/A 0001085146-25-006013 filed by WJ 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 18,337 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $443,023.

    13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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