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Arkadios Wealth Advisors: AVB position timeline

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

Arkadios Wealth Advisors held 3,316 AVB 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 3,316 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $625,662.

    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 3,175 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $518,714.

    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 3,256 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $590,203.

    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 3,076 shares
    Change vs previous 13F +637 shares

    0.01% of the 13F portfolio, value $594,264.

    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 2,439 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $496,488.

    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 2,288 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $491,200.

    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).