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Arkadios Wealth Advisors: APO position timeline

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

Arkadios Wealth Advisors held 14,049 APO 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 14,049 shares
    Change vs previous 13F +1,226 shares

    0.03% of the 13F portfolio, value $1,662,180.

    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 12,823 shares
    Change vs previous 13F +662 shares

    0.02% of the 13F portfolio, value $1,428,808.

    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 12,161 shares
    Change vs previous 13F +939 shares

    0.03% of the 13F portfolio, value $1,760,445.

    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 11,222 shares
    Change vs previous 13F +386 shares

    0.04% of the 13F portfolio, value $1,495,583.

    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 10,836 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $1,537,332.

    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 10,896 shares
    Change vs previous 13F +99 shares

    0.06% of the 13F portfolio, value $1,492,122.

    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 10,797 shares
    Change vs previous 13F +141 shares

    0.1% of the 13F portfolio, value $1,783,289.

    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 10,656 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,331,041.

    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).