ARKF — ARK ETF TR

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported ARK ETF TR (ARKF) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows ARKF at 0.01% 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 ARKF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, 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
2026 Q1

ARKF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

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 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.

ARKF stock page HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held ARKF — position size vs. price
% of Fund (quarterly)    ARKF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,688 — 0% 0.01% $140K 2026-04-17 $43.57
2025 Q4 UNCHANGED 3,688 — 0% 0.01% $176K 2026-01-23 $46.47
2025 Q3 UNCHANGED 3,688 — 0% 0.01% $209K 2025-10-16 $54.63
2025 Q2 UNCHANGED 3,688 — 0% 0.01% $185K 2025-07-17 $54.37
2025 Q1 REDUCED 3,688 -5,237 -58.7% 0.01% $123K 2025-04-18 $32.53
2024 Q4 REDUCED 8,925 -202 -2.2% 0.02% $331K 2025-02-05 $42.24
2024 Q3 REDUCED 9,127 -219 -2.3% 0.01% $272K 2024-10-16 $31.33
2024 Q2 REDUCED 9,346 -250 -2.6% 0.02% $260K 2024-07-26 $27.50
2024 Q1 UNCHANGED 9,596 — 0% 0.02% $291K 2024-04-18 $27.13
2023 Q4 REDUCED 9,596 -561 -5.5% 0.02% $265K 2024-01-24 $25.33
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARKF

As of 2026 Q1 — sorted by position size

Yarbrough Capital, LLC 3Y 0.32% Purus Wealth Management, LLC 3Y 0.24% Curran Financial Partners, LLC 3Y 0.14% MBA Advisors LLC 3Y 0.12% LIFELONG WEALTH ADVISORS, INC. 0.11% EdgeRock Capital LLC 3Y 0.11% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Brookstone Capital Management 3Y 7Y 0.02% Evanson Asset Management, LLC 3Y 7Y 0.02% Merkkuri Wealth Advisors LLC 0.02%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and ARKF

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

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning ARKF?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported ARKF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARKF position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ARKF was 0.02% in 2024 Q1.

What is the latest reported ARKF position on this page?

The most recent filing on this page is 2026 Q1, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 3,688 shares, equal to 0.01% of portfolio, with an estimated market value of $140K.

What does the chart on this ARKF ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC's quarterly ARKF 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.

← Back to HALBERT HARGROVE GLOBAL ADVISORS, LLC Holdings