ARKX β€” ARK ETF TR

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  8 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported ARK ETF TR (ARKX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows ARKX at 0.06% 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 ARKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in ARK ETF 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

ARKX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 BROWN, LISLE/CUMMINGS, INC. held ARKX β€” position size vs. price
% of Fund (quarterly)    ARKX 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 8,850 -50 -0.6% 0.06% $260K 2026-04-20 $33.66
2025 Q4 UNCHANGED 8,900 β€” 0% 0.06% $258K 2026-01-23 $33.75
2025 Q3 UNCHANGED 8,900 β€” 0% 0.07% $254K 2025-10-10 $30.30
2025 Q2 ADDED 8,900 +550 +6.6% 0.06% $215K 2025-07-16 $26.43
2025 Q1 UNCHANGED 8,350 β€” 0% 0.04% $148K 2025-04-22 $17.35
2024 Q4 UNCHANGED 8,350 β€” 0% 0.05% $163K 2025-01-27 $20.81
2024 Q3 UNCHANGED 8,350 β€” 0% 0.04% $135K 2024-10-18 $16.82
2024 Q2 INITIATED 8,350 β€” β€” 0.04% $125K 2024-07-17 $15.69

FAQ About BROWN, LISLE/CUMMINGS, INC. and ARKX

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

How long has BROWN, LISLE/CUMMINGS, INC. reported owning ARKX?

BROWN, LISLE/CUMMINGS, INC. reported ARKX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ARKX position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for ARKX was 0.07% in 2025 Q3.

What is the latest reported ARKX position on this page?

The most recent filing on this page is 2026 Q1, when BROWN, LISLE/CUMMINGS, INC. reported 8,850 shares, equal to 0.06% of portfolio, with an estimated market value of $260K.

What does the chart on this ARKX ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly ARKX 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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