ARKB β€” ARK 21SHARES BITCOIN ETF BEN OF INT

Ownership history in Avondale Wealth Management  Β·  8 quarters on record

AI Ownership Summary

Avondale Wealth Management reported ARK 21SHARES BITCOIN ETF BEN OF INT (ARKB) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows ARKB at 0.10% 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 ARKB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avondale Wealth Management's position in ARK 21SHARES BITCOIN ETF BEN OF INT, 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

ARKB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 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 Avondale Wealth Management held ARKB β€” position size vs. price
% of Fund (quarterly)    ARKB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,074 -45 -0.5% 0.10% $204K 2026-04-15 $24.91
2025 Q4 UNCHANGED 9,119 β€” 0% 0.14% $265K 2026-02-17 $22.48
2025 Q3 UNCHANGED 9,119 β€” 0% 0.18% $347K 2025-11-17 $30.49
2025 Q2 ADDED 9,119 +6,079 +200.0% 0.18% $326K 2025-07-17 $39.56
2025 Q1 ADDED 3,040 +10 +0.3% 0.16% $250K 2025-04-08 $25.51
2024 Q4 UNCHANGED 3,030 β€” 0% 0.18% $283K 2025-01-10 $31.53
2024 Q3 ADDED 3,030 +12 +0.4% 0.12% $192K 2024-10-10 $19.87
2024 Q2 INITIATED 3,018 β€” β€” 0.12% $181K 2024-07-12 $19.21

FAQ About Avondale Wealth Management and ARKB

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

How long has Avondale Wealth Management reported owning ARKB?

Avondale Wealth Management reported ARKB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ARKB position in Avondale Wealth Management's portfolio?

The largest reported portfolio weight for ARKB was 0.18% in 2025 Q3.

What is the latest reported ARKB position on this page?

The most recent filing on this page is 2026 Q1, when Avondale Wealth Management reported 9,074 shares, equal to 0.10% of portfolio, with an estimated market value of $204K.

What does the chart on this ARKB ownership page compare?

The chart compares Avondale Wealth Management's quarterly ARKB 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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