ARTY β€” ISHARES TR

Ownership history in ACCREDITED INVESTOR SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

ACCREDITED INVESTOR SERVICES, LLC reported ISHARES TR (ARTY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q4. The latest visible filing shows ARTY at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACCREDITED INVESTOR SERVICES, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARTY was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACCREDITED INVESTOR SERVICES, LLC held ARTY β€” position size vs. price
% of Fund (quarterly)    ARTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,830 β€” 0% 0.17% $271K 2026-04-21 $59.17
2025 Q4 UNCHANGED 5,830 β€” 0% 0.19% $281K 2026-02-09 $51.73
2025 Q3 INITIATED 5,830 β€” β€” 0.18% $267K 2025-10-21 $48.77

FAQ About ACCREDITED INVESTOR SERVICES, LLC and ARTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACCREDITED INVESTOR SERVICES, LLC reported owning ARTY?

ACCREDITED INVESTOR SERVICES, LLC reported ARTY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ARTY position in ACCREDITED INVESTOR SERVICES, LLC's portfolio?

The largest reported portfolio weight for ARTY was 0.19% in 2025 Q4.

What is the latest reported ARTY position on this page?

The most recent filing on this page is 2026 Q1, when ACCREDITED INVESTOR SERVICES, LLC reported 5,830 shares, equal to 0.17% of portfolio, with an estimated market value of $271K.

What does the chart on this ARTY ownership page compare?

The chart compares ACCREDITED INVESTOR SERVICES, LLC's quarterly ARTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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