Current Market Value 291,268,401
Current Holdings 102
Most Recent File Date 2025-08-18
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Arq Wealth Advisors, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-18 2025-06-30 13F-HR 102 291,268
2025-05-05 2025-03-31 13F-HR 99 269,574
2025-02-19 2024-12-31 13F-HR 100 262,887
2024-11-05 2024-09-30 13F-HR 93 264,476
2024-08-05 2024-06-30 13F-HR 83 231,120
2024-05-23 2024-03-31 13F-HR 86 230,258
2024-02-27 2023-12-31 13F-HR 66 168,035
2023-11-30 2023-09-30 13F-HR 56 133,566
2023-08-18 2023-06-30 13F-HR 56 153,894
2023-05-09 2023-03-31 13F-HR 52 135,979
2023-02-08 2022-12-31 13F-HR 49 153,164
2022-10-14 2022-09-30 13F-HR 48 129,371
2022-08-05 2022-06-30 13F-HR 51 139,758
2022-05-12 2022-03-31 13F-HR 48 148,551
2022-02-09 2021-12-31 13F-HR 48 140,732
2021-11-05 2021-09-30 13F-HR 48 155,554
2021-07-14 2021-06-30 13F-HR 49 155,999
2021-05-28 2021-03-31 13F-HR 47 154,624
2021-02-02 2020-12-31 13F-HR 49 159,183
2020-10-23 2020-09-30 13F-HR 42 103,823
2020-07-09 2020-06-30 13F-HR 41 102,853
2020-05-13 2020-03-31 13F-HR 39 87,915