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Arkadios Wealth Advisors: BAI position timeline

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

Arkadios Wealth Advisors held 24,190 BAI 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 24,190 shares
    Change vs previous 13F -2,180 shares

    0.02% of the 13F portfolio, value $1,275,263.

    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 26,370 shares
    Change vs previous 13F +8,374 shares

    0.01% of the 13F portfolio, value $868,870.

    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 17,996 shares
    Change vs previous 13F -478 shares

    0.01% of the 13F portfolio, value $599,264.

    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 18,474 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $631,075.

    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).