Arbor Wealth Management LLC\AZ quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Arbor Wealth Management LLC\AZ opened 2 positions, added to 5, reduced 2, sold out of 0 and left 2 unchanged. The largest increase in value was ANET (+$535,547); the largest decrease was CVCO (-$350,011).
- CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 1,064; Shares 2026-06-30 1,065.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 3,889; Shares 2026-06-30 4,073.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 2,167; Shares 2026-06-30 2,178.
- MA: Country of operation United States; Class CL A; Shares 2026-03-31 805; Shares 2026-06-30 812.
Two Form 13F-HR filings compared (SEC CIK 2149091): 2026-03-31 (filed 2026-08-31) and 2026-06-30 (filed 2026-08-12). 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; share change is the position change.
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