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Arkadios Wealth Advisors: AGG position timeline

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

Arkadios Wealth Advisors held 86,957 AGG 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 86,957 shares
    Change vs previous 13F +171 shares

    0.13% of the 13F portfolio, value $8,607,082.

    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 86,786 shares
    Change vs previous 13F +72,742 shares

    0.14% of the 13F portfolio, value $8,615,326.

    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 14,044 shares
    Change vs previous 13F -783 shares

    0.03% of the 13F portfolio, value $1,402,727.

    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 14,827 shares
    Change vs previous 13F +2,069 shares

    0.04% of the 13F portfolio, value $1,486,398.

    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 12,758 shares
    Change vs previous 13F +1,157 shares

    0.04% of the 13F portfolio, value $1,265,507.

    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 11,601 shares
    Change vs previous 13F +4,875 shares

    0.04% of the 13F portfolio, value $1,147,564.

    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 6,726 shares
    Change vs previous 13F -4,323 shares

    0.04% of the 13F portfolio, value $651,752.

    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 11,049 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,118,961.

    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).