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Arkadios Wealth Advisors: ARKK position timeline

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

Arkadios Wealth Advisors held 75,598 ARKK 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 75,598 shares
    Change vs previous 13F -7,515 shares

    0.09% of the 13F portfolio, value $6,109,780.

    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 83,113 shares
    Change vs previous 13F +8,539 shares

    0.09% of the 13F portfolio, value $5,617,584.

    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 74,574 shares
    Change vs previous 13F +32,106 shares

    0.11% of the 13F portfolio, value $5,736,206.

    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 42,468 shares
    Change vs previous 13F +6,739 shares

    0.09% of the 13F portfolio, value $3,664,960.

    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 35,729 shares
    Change vs previous 13F +5,758 shares

    0.08% of the 13F portfolio, value $2,511,368.

    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 29,971 shares
    Change vs previous 13F +18,015 shares

    0.05% of the 13F portfolio, value $1,425,997.

    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 11,956 shares
    Change vs previous 13F -669 shares

    0.04% of the 13F portfolio, value $678,722.

    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 12,625 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $600,076.

    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).