ARTY β€” ISHARES TR FUTURE AI &TECH

Ownership history in Private Wealth Asset Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Private Wealth Asset Management, LLC reported ISHARES TR FUTURE AI &TECH (ARTY) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows ARTY at 0.00% 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 ARTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Asset Management, LLC's position in ISHARES TR FUTURE AI &TECH, 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 Q3

ARTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q1 to 2025 Q3

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 Private Wealth Asset Management, LLC held ARTY β€” position size vs. price
% of Fund (quarterly)    ARTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 60 β€” 0% 0.00% $3K 2025-11-03 $51.31
2025 Q2 UNCHANGED 60 β€” 0% 0.00% $2K 2025-07-28 $43.47
2025 Q1 INITIATED 60 β€” β€” 0.00% $2K 2025-05-15 $36.81

FAQ About Private Wealth Asset Management, LLC and ARTY

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

How long has Private Wealth Asset Management, LLC reported owning ARTY?

Private Wealth Asset Management, LLC reported ARTY across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ARTY position in Private Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for ARTY was 0.00% in 2025 Q2.

What is the latest reported ARTY position on this page?

The most recent filing on this page is 2025 Q3, when Private Wealth Asset Management, LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this ARTY ownership page compare?

The chart compares Private Wealth Asset Management, LLC's quarterly ARTY 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 Private Wealth Asset Management, LLC Holdings