Diligent Investors, LLC ARKK — ARK ETF TR

Ownership history in Diligent Investors, LLC  ·  17 quarters on record

AI Ownership Summary

Diligent Investors, LLC reported ARK ETF TR (ARKK) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows ARKK at 0.12% 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 ARKK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diligent Investors, LLC'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 Q3

ARKK was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

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 Q3

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.

ARKK stock page Diligent Investors, LLC fund profile Diligent Investors, LLC full holdings
How Diligent Investors, LLC held ARKK — position size vs. price
% of Fund (quarterly)    ARKK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8.1% -8.9% ✅ 5,689 -500 -8.1% 0.12% $491K 2025-11-14 $76.92
2025 Q2 UNCHANGED — — — 6,189 — 0% 0.10% $435K 2025-07-22 $76.39
2025 Q1 REDUCED — — — 6,189 -5 -0.1% 0.07% $294K 2025-04-10 $44.53
2024 Q4 REDUCED 15.3% -16.2% ✅ 6,194 -1,121 -15.3% 0.08% $352K 2025-02-14 $67.02
2024 Q3 REDUCED — — — 7,315 -187 -2.5% 0.08% $348K 2024-11-01 $46.64
2024 Q2 REDUCED 13.3% +8.2% ❌ 7,502 -1,150 -13.3% 0.08% $330K 2024-07-15 $47.70
2024 Q1 REDUCED — — — 8,652 -400 -4.4% 0.11% $433K 2024-05-06 $46.50
2023 Q4 ADDED — — — 9,052 +305 +3.5% 0.13% $474K 2024-01-10 $49.35
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARKK

As of 2026 Q1 — sorted by position size

GERBER, LLC 6.35% FSC Wealth Advisors, LLC 3Y 4.07% BYRNE FINANCIAL FREEDOM, LLC 3.76% Madison Park Capital Advisors, LLC 2.28% Post Resch Tallon Group Inc. 1.66% Medallion Wealth Advisors, LLC 1.09% Worthington Financial Partners, LLC 0.98% Bravera Wealth 0.91% Grant Private Wealth Management Inc 0.77% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 0.71%

FAQ About Diligent Investors, LLC and ARKK

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

How long has Diligent Investors, LLC reported owning ARKK?

Diligent Investors, LLC reported ARKK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARKK position in Diligent Investors, LLC's portfolio?

The largest reported portfolio weight for ARKK was 0.13% in 2023 Q4.

What is the latest reported ARKK position on this page?

The most recent filing on this page is 2025 Q3, when Diligent Investors, LLC reported 5,689 shares, equal to 0.12% of portfolio, with an estimated market value of $491K.

What does the chart on this ARKK ownership page compare?

The chart compares Diligent Investors, LLC's quarterly ARKK 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.

How well did Diligent Investors, LLC time their ARKK position?

Based on 13F filing dates vs. subsequent ARKK price moves, Diligent Investors, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on ARKK relative to SPY over the holding period was -19.3%.

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