Legacy Private Trust Co. ARKK — ARK ETF TR

Ownership history in Legacy Private Trust Co.  ·  34 quarters on record

AI Ownership Summary

Legacy Private Trust Co. reported ARK ETF TR (ARKK) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% 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 Legacy Private Trust Co.'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

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

High-water mark
Peak Conviction
0.17% 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 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.

ARKK stock page Legacy Private Trust Co. fund profile Legacy Private Trust Co. full holdings
How Legacy Private Trust Co. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 27,714 -13 -0.0% 0.12% $1.9M 2026-04-07 $68.76
2025 Q4 REDUCED — — — 27,727 -683 -2.4% 0.13% $2.1M 2026-01-08 $80.55
2025 Q3 REDUCED — — — 28,410 -5 -0.0% 0.15% $2.5M 2025-10-08 $92.53
2025 Q2 REDUCED 10.6% +22.6% ❌ 28,415 -3,359 -10.6% 0.13% $2.0M 2025-07-08 $70.90
2025 Q1 REDUCED — — — 31,774 -1,426 -4.3% 0.10% $1.5M 2025-04-04 $41.94
2024 Q4 ADDED — — — 33,200 +75 +0.2% 0.12% $1.9M 2025-01-08 $58.95
2024 Q3 ADDED — — — 33,125 +449 +1.4% 0.11% $1.6M 2024-10-07 $45.91
2024 Q2 REDUCED 18.3% +8.2% ❌ 32,676 -7,318 -18.3% 0.10% $1.4M 2024-07-12 $46.79
2024 Q1 REDUCED — — — 39,994 -1,032 -2.5% 0.15% $2.0M 2024-04-10 $47.49
2023 Q4 REDUCED 23.5% -6.0% ✅ 41,026 -12,580 -23.5% 0.17% $2.1M 2024-01-10 $49.35
24 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% 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% Purus Wealth Management, LLC 3Y 0.68%

FAQ About Legacy Private Trust Co. and ARKK

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

How long has Legacy Private Trust Co. reported owning ARKK?

Legacy Private Trust Co. reported ARKK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARKK position in Legacy Private Trust Co.'s portfolio?

The largest reported portfolio weight for ARKK was 0.17% in 2023 Q4.

What is the latest reported ARKK position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Private Trust Co. reported 27,714 shares, equal to 0.12% of portfolio, with an estimated market value of $1.9M.

What does the chart on this ARKK ownership page compare?

The chart compares Legacy Private Trust Co.'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 Legacy Private Trust Co. time their ARKK position?

Based on 13F filing dates vs. subsequent ARKK price moves, Legacy Private Trust Co. correctly timed 20 out of 33 reported position changes (61%). The annualised alpha on ARKK relative to SPY over the holding period was +4.3%.

← Back to Legacy Private Trust Co. Holdings