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Arkadios Wealth Advisors: ADP position timeline

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

Arkadios Wealth Advisors held 11,094 ADP 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 11,094 shares
    Change vs previous 13F +3,311 shares

    0.04% of the 13F portfolio, value $2,484,643.

    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 7,783 shares
    Change vs previous 13F -635 shares

    0.03% of the 13F portfolio, value $1,581,401.

    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 8,418 shares
    Change vs previous 13F +777 shares

    0.04% of the 13F portfolio, value $2,165,414.

    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 7,641 shares
    Change vs previous 13F -469 shares

    0.06% of the 13F portfolio, value $2,242,533.

    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 8,110 shares
    Change vs previous 13F +2,359 shares

    0.08% of the 13F portfolio, value $2,501,260.

    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 5,751 shares
    Change vs previous 13F +748 shares

    0.07% of the 13F portfolio, value $1,757,212.

    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 5,003 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $1,464,525.

    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 4,733 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,309,712.

    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).