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Arkadios Wealth Advisors: APH position timeline

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

Arkadios Wealth Advisors held 102,848 APH 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 102,848 shares
    Change vs previous 13F +29,540 shares

    0.28% of the 13F portfolio, value $18,134,192.

    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 73,308 shares
    Change vs previous 13F -2,941 shares

    0.15% of the 13F portfolio, value $9,262,449.

    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 76,249 shares
    Change vs previous 13F +4,580 shares

    0.2% of the 13F portfolio, value $10,304,175.

    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 71,669 shares
    Change vs previous 13F +11,054 shares

    0.22% of the 13F portfolio, value $8,869,030.

    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 60,615 shares
    Change vs previous 13F +20,341 shares

    0.18% of the 13F portfolio, value $5,985,756.

    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 40,274 shares
    Change vs previous 13F -1,971 shares

    0.1% of the 13F portfolio, value $2,641,554.

    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 42,245 shares
    Change vs previous 13F -3,737 shares

    0.16% of the 13F portfolio, value $2,933,918.

    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 45,982 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,996,190.

    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).