Advertisement
Screener

Arbor Wealth Management LLC\AZ Historic Quarter Change: USA Stocks, Added

Arbor Wealth Management LLC\AZ historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Arbor Wealth Management LLC\AZ opened 11 positions, added to 5, reduced 2 and sold out of 71.

  • Q2 2026: Stock CRWD; Country of operation United States; Class CL A; Shares before 1,064.
  • Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 3,889.
  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 2,167.
  • Q2 2026: Stock MA; Country of operation United States; Class CL A; Shares before 805.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2149091), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A1,0641,065+1$415,396$812,744+$397,3482026-08-12
Q2 2026GLD
SPDR GOLD TR
United StatesGOLD SHS3,8894,073+184$1,673,398$1,500,412-$172,9862026-08-12
Q2 2026AMZN
AMAZON COM INC
United StatesCOM2,1672,178+11$451,321$519,105+$67,7842026-08-12
Q2 2026MA
MASTERCARD INCORPORATED
United StatesCL A805812+7$402,226$417,257+$15,0312026-08-12
Q2 2026SHOP
SHOPIFY INC
CL A SUB VTG SHS3,2943,472+178$390,734$396,433+$5,6992026-08-12

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet