DHK Financial Advisors, Inc. ARKW ARK ETF TR

Ownership history in DHK Financial Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

DHK Financial Advisors, Inc. reported ARK ETF TR (ARKW) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.39% in 2025 Q2. The latest visible filing shows ARKW at 0.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARKW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHK Financial Advisors, 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
2025 Q2

ARKW was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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 DHK Financial Advisors, Inc. held ARKW — position size vs. price
% of Fund (quarterly)    ARKW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 4,602 0% 0.39% $679K 2025-08-14 (Est.) $157.57
2025 Q1 UNCHANGED 4,602 0% 0.24% $436K 2025-04-11 $90.82
2024 Q2 UNCHANGED 4,602 0% 0.27% $383K 2024-08-09 $72.67
2024 Q1 UNCHANGED 4,602 0% 0.27% $383K 2024-05-10 $72.82
2023 Q4 UNCHANGED 4,602 0% 0.26% $349K 2024-01-29 $71.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DHK Financial Advisors, Inc. and ARKW

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

How long has DHK Financial Advisors, Inc. reported owning ARKW?

DHK Financial Advisors, Inc. reported ARKW across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ARKW position in DHK Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for ARKW was 0.39% in 2025 Q2.

What is the latest reported ARKW position on this page?

The most recent filing on this page is 2025 Q2, when DHK Financial Advisors, Inc. reported 4,602 shares, equal to 0.39% of portfolio, with an estimated market value of $679K.

What does the chart on this ARKW ownership page compare?

The chart compares DHK Financial Advisors, Inc.'s quarterly ARKW 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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