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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

XYZ holding history

Block, Inc. in every 13F filed by Archetype Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of XYZ by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−2,283−100.0%Sold outHolders
Q1 20222,283$310.0K0.1%+272+13.5%AddedHolders
Q4 20212,011$325.0K0.1%+11+0.5%AddedHolders
Q3 20212,000$480.0K0.2%00.0%UnchangedHolders
Q2 20212,000$488.0K0.2%−10−0.5%ReducedHolders
Q1 20212,010$456.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.