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Arkadios Wealth Advisors: ARCC position timeline

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

Arkadios Wealth Advisors held 165,718 ARCC 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 165,718 shares
    Change vs previous 13F +496 shares

    0.05% of the 13F portfolio, value $3,070,752.

    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 165,222 shares
    Change vs previous 13F +34,322 shares

    0.05% of the 13F portfolio, value $2,977,294.

    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 130,900 shares
    Change vs previous 13F +4,896 shares

    0.05% of the 13F portfolio, value $2,648,112.

    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 126,004 shares
    Change vs previous 13F +2,331 shares

    0.06% of the 13F portfolio, value $2,571,743.

    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 123,673 shares
    Change vs previous 13F +6,924 shares

    0.08% of the 13F portfolio, value $2,715,864.

    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 116,749 shares
    Change vs previous 13F +4,731 shares

    0.1% of the 13F portfolio, value $2,587,163.

    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 112,018 shares
    Change vs previous 13F -5,362 shares

    0.13% of the 13F portfolio, value $2,452,067.

    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 117,380 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,457,940.

    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).