ARKG — ARK ETF TR

Ownership history in Lauer Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in ARK ETF TR (ARKG). 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
0.57% (2025 Q2)
Avg. % of fund
0.52%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,643 +25 +0.1% 0.52% $700K $28.97
2025 Q3 REDUCED 22,618 -25,600 -53.1% 0.52% $730K $27.77
2025 Q2 ADDED 48,218 +21,000 +77.2% 0.57% $694K $24.35
2025 Q1 INITIATED 27,218 — — 0.47% $606K $20.76
% of Fund (quarterly)    ARKG price (monthly, adj. close)

Other funds also holding ARKG

As of 2025 Q4 — sorted by position size

SUVRETTA CAPITAL MANAGEMENT, LLC 3Y 7Y 4.95% Midwest Financial Partners Investments, Inc. 3.3% Florin Court Capital LLP 3Y 7Y 1.19% West Tower Group, LLC 3Y 0.61% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.57% Post Resch Tallon Group Inc. 0.51% HANOVER ADVISORS INC 0.4% ORACLE INVESTMENT MANAGEMENT INC 3Y 7Y 0.34% 683 Capital Management, LLC 3Y 7Y 0.32% Prospect Financial Services LLC 0.28%
← Back to Lauer Wealth, LLC Holdings