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Arkadios Wealth Advisors: BAX position timeline

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

Arkadios Wealth Advisors held 106,358 BAX 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 106,358 shares
    Change vs previous 13F -5,667 shares

    0.03% of the 13F portfolio, value $2,267,551.

    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 112,025 shares
    Change vs previous 13F +23,002 shares

    0.03% of the 13F portfolio, value $1,882,015.

    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 89,023 shares
    Change vs previous 13F +18,134 shares

    0.03% of the 13F portfolio, value $1,701,228.

    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 70,889 shares
    Change vs previous 13F +8,382 shares

    0.04% of the 13F portfolio, value $1,614,144.

    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 62,507 shares
    Change vs previous 13F +45,262 shares

    0.06% of the 13F portfolio, value $1,892,727.

    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 17,245 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $590,288.

    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).