Advertisement
Screener

Arbor Wealth Management LLC\AZ Last Quarter Change: USA Stocks, Unchanged

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

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).

  • TSLA: Country of operation United States; Class COM; Shares 2026-03-31 1,126; Shares 2026-06-30 1,126.
  • AAPL: Country of operation United States; Class COM; Shares 2026-03-31 797; Shares 2026-06-30 797.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
TSLA
TESLA INC
United StatesCOM1,1261,1260$418,591$473,596+$55,005
AAPL
APPLE INC
United StatesCOM7977970$202,187$230,693+$28,506

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet