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Arkadios Wealth Advisors: BAMG position timeline

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

Arkadios Wealth Advisors held 64,494 BAMG 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 64,494 shares
    Change vs previous 13F -722 shares

    0.04% of the 13F portfolio, value $2,920,288.

    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 65,216 shares
    Change vs previous 13F -1,160 shares

    0.04% of the 13F portfolio, value $2,381,558.

    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 66,376 shares
    Change vs previous 13F +2,565 shares

    0.05% of the 13F portfolio, value $2,663,669.

    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 63,811 shares
    Change vs previous 13F +7,034 shares

    0.06% of the 13F portfolio, value $2,430,989.

    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 56,777 shares
    Change vs previous 13F +4,853 shares

    0.06% of the 13F portfolio, value $2,059,870.

    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 51,924 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,657,933.

    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).