ARKF — ARK ETF TR

Ownership history in Corient Private Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in ARK ETF TR (ARKF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,406 -100 -2.2% 0.00% $250K $56.75
2025 Q2 REDUCED 4,506 -3,791 -45.7% 0.00% $226K $50.20
2024 Q3 REDUCED 8,297 -3,468 -29.5% 0.00% $247K $29.79
2022 Q4 INITIATED 11,765 — — 0.00% $168K —
% of Fund (quarterly)    ARKF price (monthly, adj. close)

Other funds also holding ARKF

As of 2025 Q4 — sorted by position size

Midwest Financial Partners Investments, Inc. 4.89% BYRNE FINANCIAL FREEDOM, LLC 2.79% GERBER, LLC 2.46% Clearwater Capital Advisors, LLC 3Y 7Y 0.9% Larry Mathis Financial Planning, LLC 0.86% TITLEIST ASSET MANAGEMENT, LLC 0.4% Yarbrough Capital, LLC 3Y 0.35% GTS SECURITIES LLC 0.33% Purus Wealth Management, LLC 3Y 0.3% TRUE Private Wealth Advisors 3Y 7Y 0.26%
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