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Arkadios Wealth Advisors: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on ACWX, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 58,292 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,292 shares
    Change vs previous 13F -1,536 shares

    0.07% of the 13F portfolio, value $4,436,600.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,828 shares
    Change vs previous 13F +918 shares

    0.07% of the 13F portfolio, value $4,096,486.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,910 shares
    Change vs previous 13F +1,934 shares

    0.08% of the 13F portfolio, value $3,954,690.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,976 shares
    Change vs previous 13F +3,091 shares

    0.09% of the 13F portfolio, value $3,704,039.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,885 shares
    Change vs previous 13F -1,390 shares

    0.1% of the 13F portfolio, value $3,283,780.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,275 shares
    Change vs previous 13F +10,305 shares

    0.12% of the 13F portfolio, value $3,064,986.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,970 shares
    Change vs previous 13F -1,389 shares

    0.13% of the 13F portfolio, value $2,345,623.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,359 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,652,667.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).