ARKK β€” ARK ETF TR INNOVATION ETF

Ownership history in L.M. KOHN & COMPANY  Β·  7 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported ARK ETF TR INNOVATION ETF (ARKK) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.16% in 2025 Q2. The latest visible filing shows ARKK at 0.16% 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.

What this ARKK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in ARK ETF TR INNOVATION ETF, 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 Q2

ARKK was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q2

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 Q2

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.

How L.M. KOHN & COMPANY held ARKK β€” position size vs. price
% of Fund (quarterly)    ARKK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 8,469 -19 -0.2% 0.16% $595K 2025-08-04 $73.59
2025 Q1 ADDED 8,488 +601 +7.6% 0.11% $404K 2025-04-21 $44.44
2024 Q4 REDUCED 7,887 -355 -4.3% 0.12% $448K 2025-01-30 $63.51
2024 Q3 REDUCED 8,242 -904 -9.9% 0.10% $392K 2024-11-14 $53.85
2024 Q2 REDUCED 9,146 -1,275 -12.2% 0.11% $402K 2024-07-31 $45.53
2024 Q1 ADDED 10,421 +4,234 +68.4% 0.15% $522K 2024-04-25 $43.61
2023 Q4 INITIATED 6,187 β€” β€” 0.10% $324K 2024-02-09 $49.59

FAQ About L.M. KOHN & COMPANY and ARKK

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

How long has L.M. KOHN & COMPANY reported owning ARKK?

L.M. KOHN & COMPANY reported ARKK across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ARKK position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for ARKK was 0.16% in 2025 Q2.

What is the latest reported ARKK position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 8,469 shares, equal to 0.16% of portfolio, with an estimated market value of $595K.

What does the chart on this ARKK ownership page compare?

The chart compares L.M. KOHN & COMPANY'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.

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