ARB ALTSHARES TRUST

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in ALTSHARES TRUST (ARB). 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.

Peak position
0.12% (2025 Q2)
Avg. % of fund
0.1%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 113,427 +2,333 +2.1% 0.10% $3.3M $29.07
2025 Q3 ADDED 111,094 +899 +0.8% 0.11% $3.2M $28.86
2025 Q2 ADDED 110,195 +47,879 +76.8% 0.12% $3.2M $28.37
2025 Q1 ADDED 62,316 +91 +0.1% 0.11% $1.8M $28.12
2024 Q4 REDUCED 62,225 -801 -1.3% 0.10% $1.7M $27.41
2024 Q3 ADDED 63,026 +2,239 +3.7% 0.09% $1.8M $27.29
2024 Q2 ADDED 60,787 +1,211 +2.0% 0.09% $1.6M $26.51
2024 Q1 INITIATED 59,576 0.10% $1.6M
% of Fund (quarterly)    ARB price (monthly, adj. close)
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