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Arkadios Wealth Advisors: ARE position timeline

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

Arkadios Wealth Advisors held 12,523 ARE 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 12,523 shares
    Change vs previous 13F +1,696 shares

    0.01% of the 13F portfolio, value $661,837.

    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 10,827 shares
    Change vs previous 13F +1,182 shares

    0.01% of the 13F portfolio, value $502,600.

    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 9,645 shares
    Change vs previous 13F +1,237 shares

    0.01% of the 13F portfolio, value $472,039.

    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 8,408 shares
    Change vs previous 13F +2,672 shares

    0.02% of the 13F portfolio, value $700,746.

    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 5,736 shares
    Change vs previous 13F +443 shares

    0.01% of the 13F portfolio, value $416,586.

    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 5,293 shares
    Change vs previous 13F +844 shares

    0.02% of the 13F portfolio, value $489,618.

    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 4,449 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $434,019.

    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 4,193 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $497,876.

    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).