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Disclosery

Arkadios Wealth Advisors: BALI position timeline

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

Arkadios Wealth Advisors held 14,561 BALI 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 14,561 shares
    Change vs previous 13F -16,233 shares

    0.01% of the 13F portfolio, value $492,622.

    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 30,794 shares
    Change vs previous 13F +9,573 shares

    0.02% of the 13F portfolio, value $948,746.

    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 21,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $672,293.

    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).