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Disclosery

CWM, LLC: ARKK position timeline

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

CWM, LLC held 152,546 ARKK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 152,546 shares
    Change vs previous 13F -23,785 shares

    0.03% of the 13F portfolio, value $10,310,615.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 176,331 shares
    Change vs previous 13F +6,904 shares

    0.04% of the 13F portfolio, value $13,563,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 169,427 shares
    Change vs previous 13F +22,708 shares

    0.04% of the 13F portfolio, value $14,622,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 146,719 shares
    Change vs previous 13F +18,449 shares

    0.04% of the 13F portfolio, value $10,313,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 128,270 shares
    Change vs previous 13F +12,374 shares

    0.02% of the 13F portfolio, value $6,103,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 115,896 shares
    Change vs previous 13F +9,548 shares

    0.03% of the 13F portfolio, value $6,579,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 106,348 shares
    Change vs previous 13F -8,077 shares

    0.02% of the 13F portfolio, value $5,055,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 114,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,029,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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