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Arkadios Wealth Advisors: ALL position timeline

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

Arkadios Wealth Advisors held 10,168 ALL 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 10,168 shares
    Change vs previous 13F +784 shares

    0.04% of the 13F portfolio, value $2,419,430.

    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 9,384 shares
    Change vs previous 13F +1,325 shares

    0.03% of the 13F portfolio, value $1,945,731.

    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 8,059 shares
    Change vs previous 13F +1,303 shares

    0.03% of the 13F portfolio, value $1,677,469.

    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 6,756 shares
    Change vs previous 13F +1,386 shares

    0.04% of the 13F portfolio, value $1,450,260.

    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 5,370 shares
    Change vs previous 13F +415 shares

    0.03% of the 13F portfolio, value $1,081,079.

    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 4,955 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $1,026,105.

    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 4,931 shares
    Change vs previous 13F -297 shares

    0.05% of the 13F portfolio, value $950,563.

    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 5,228 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $991,448.

    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).