ARM β€” ARM HOLDINGS PLC

Ownership history in Prosperity Wealth Management, Inc.  Β·  7 quarters on record

AI Ownership Summary

Prosperity Wealth Management, Inc. reported ARM HOLDINGS PLC (ARM) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.4% in 2024 Q2. The latest visible filing shows ARM at 0.32% 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 ARM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Wealth Management, Inc.'s position in ARM HOLDINGS PLC, 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

ARM was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 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 Prosperity Wealth Management, Inc. held ARM β€” position size vs. price
% of Fund (quarterly)    ARM 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 ADDED 5,349 +85 +1.6% 0.32% $865K 2025-08-05 $137.23
2025 Q1 ADDED 5,264 +179 +3.5% 0.26% $562K 2025-04-18 $100.73
2024 Q4 ADDED 5,085 +565 +12.5% 0.26% $627K 2025-02-07 $162.51
2024 Q3 REDUCED 4,520 -430 -8.7% 0.26% $646K 2024-11-14 $136.35
2024 Q2 ADDED 4,950 +1,120 +29.2% 0.40% $810K 2024-08-14 $125.92
2024 Q1 ADDED 3,830 +150 +4.1% 0.23% $479K 2024-05-15 $113.67
2023 Q4 INITIATED 3,680 β€” β€” 0.18% $277K 2024-01-30 $71.97

FAQ About Prosperity Wealth Management, Inc. and ARM

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

How long has Prosperity Wealth Management, Inc. reported owning ARM?

Prosperity Wealth Management, Inc. reported ARM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ARM position in Prosperity Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for ARM was 0.40% in 2024 Q2.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2025 Q2, when Prosperity Wealth Management, Inc. reported 5,349 shares, equal to 0.32% of portfolio, with an estimated market value of $865K.

What does the chart on this ARM ownership page compare?

The chart compares Prosperity Wealth Management, Inc.'s quarterly ARM 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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