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Arkadios Wealth Advisors: ARES position timeline

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

Arkadios Wealth Advisors held 3,768 ARES 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 3,768 shares
    Change vs previous 13F +1,279 shares

    0.01% of the 13F portfolio, value $419,419.

    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 2,489 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $271,453.

    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 1,703 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $275,295.

    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 2,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $393,828.

    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).