ARQ WEALTH ADVISORS, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1811827
SCOTTSDALE, AZ
Position in AMG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$690,336
+$87,130 QoQ
Shares Held
2,040
-6.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#295
of 566 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ARQ WEALTH ADVISORS, LLC holds $9,246,571 across 2 Asset Management names. AMG ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
334,882 | $8,556,235 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
2,040 | $690,336 |
All Filings in AMG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,336 | 2,040 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $603,206 | 2,180 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||