SURIENCE PRIVATE WEALTH LLC ARKB — ARK 21SHARES BITCOIN ETF

Ownership history in SURIENCE PRIVATE WEALTH LLC  ·  7 quarters on record

AI Ownership Summary

SURIENCE PRIVATE WEALTH LLC reported ARK 21SHARES BITCOIN ETF (ARKB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 1.29% in 2025 Q2. The latest visible filing shows ARKB at 1.24% 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 ARKB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SURIENCE PRIVATE WEALTH LLC's position in ARK 21SHARES BITCOIN 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
2026 Q3

ARKB was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% 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
2024 Q3 to 2026 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 SURIENCE PRIVATE WEALTH LLC held ARKB — position size vs. price
% of Fund (quarterly)    ARKB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 46,813 +32,955 +237.8% 1.24% $1.3M 2026-10-16 $27.00
2025 Q3 REDUCED 63.9% -24.0% ✅ 13,858 -24,517 -63.9% 0.48% $527K 2025-10-09 $40.22
2025 Q2 ADDED — — — 38,375 +33,209 +642.8% 1.29% $1.4M 2025-07-15 $38.70
2025 Q1 REDUCED 38.6% +30.6% ❌ 5,166 -3,245 -38.6% 0.74% $425K 2025-04-24 $31.14
2024 Q4 ADDED — — — 8,411 +4,251 +102.2% 1.01% $784K 2025-01-14 $32.10
2024 Q3 ADDED — — — 4,160 +536 +14.8% 0.27% $264K 2024-10-21 $22.56
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SURIENCE PRIVATE WEALTH LLC and ARKB

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

How long has SURIENCE PRIVATE WEALTH LLC reported owning ARKB?

SURIENCE PRIVATE WEALTH LLC reported ARKB across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported ARKB position in SURIENCE PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for ARKB was 1.29% in 2025 Q2.

What is the latest reported ARKB position on this page?

The most recent filing on this page is 2026 Q3, when SURIENCE PRIVATE WEALTH LLC reported 46,813 shares, equal to 1.24% of portfolio, with an estimated market value of $1.3M.

What does the chart on this ARKB ownership page compare?

The chart compares SURIENCE PRIVATE WEALTH LLC's quarterly ARKB 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 SURIENCE PRIVATE WEALTH LLC time their ARKB position?

Based on 13F filing dates vs. subsequent ARKB price moves, SURIENCE PRIVATE WEALTH LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ARKB relative to SPY over the holding period was +33.5%.

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