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Arkadios Wealth Advisors: ALAI position timeline

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

Arkadios Wealth Advisors held 1,339,871 ALAI 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 1,339,871 shares
    Change vs previous 13F +184,019 shares

    0.94% of the 13F portfolio, value $61,151,690.

    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 1,155,852 shares
    Change vs previous 13F +305,456 shares

    0.63% of the 13F portfolio, value $38,189,343.

    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 850,396 shares
    Change vs previous 13F +133,492 shares

    0.61% of the 13F portfolio, value $30,707,798.

    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 716,904 shares
    Change vs previous 13F +171,705 shares

    0.66% of the 13F portfolio, value $26,883,900.

    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 545,199 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $16,819,334.

    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).