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Disclosery

ARK Investment Management LLC: XYZ position timeline

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

ARK Investment Management LLC held 3,097,973 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,097,973 shares
    Change vs previous 13F +4,037 shares

    1.53% of the 13F portfolio, value $235,445,950.

    13F-HR 0001104659-26-096910 filed by ARK Investment 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 3,093,936 shares
    Change vs previous 13F -277,520 shares

    1.45% of the 13F portfolio, value $186,193,070.

    13F-HR 0001104659-26-059240 filed by ARK Investment 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 3,371,456 shares
    Change vs previous 13F +698,041 shares

    1.46% of the 13F portfolio, value $219,448,082.

    13F-HR 0001104659-26-013538 filed by ARK Investment 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 2,673,415 shares
    Change vs previous 13F -418,240 shares

    1.15% of the 13F portfolio, value $193,207,725.

    13F-HR 0001104659-25-110217 filed by ARK Investment 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 3,091,655 shares
    Change vs previous 13F -987,855 shares

    1.54% of the 13F portfolio, value $210,016,125.

    13F-HR 0001104659-25-072098 filed by ARK Investment Management 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 4,079,510 shares
    Change vs previous 13F -848,409 shares

    2.22% of the 13F portfolio, value $221,639,755.

    13F-HR 0001104659-25-045396 filed by ARK Investment Management 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 4,927,919 shares
    Change vs previous 13F -1,697,551 shares

    3.49% of the 13F portfolio, value $418,823,841.

    13F-HR 0001104659-25-009155 filed by ARK Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,625,470 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $444,767,776.

    13F-HR 0001104659-24-113006 filed by ARK Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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