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Arkadios Wealth Advisors: BBDC position timeline

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

Arkadios Wealth Advisors held 24,521 BBDC 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 24,521 shares
    Change vs previous 13F -10,015 shares

    <0.01% of the 13F portfolio, value $208,919.

    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 34,536 shares
    Change vs previous 13F +4,512 shares

    <0.01% of the 13F portfolio, value $284,228.

    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 30,024 shares
    Change vs previous 13F +2,904 shares

    0.01% of the 13F portfolio, value $275,620.

    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 27,120 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $237,575.

    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 26,746 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $244,460.

    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 26,372 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $251,589.

    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).

  7. period ended2024-12-31
    13F 26,025 shares
    Change vs previous 13F -727 shares

    0.01% of the 13F portfolio, value $249,064.

    13F-HR 0001800798-25-000001 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).

  8. period ended2024-09-30
    13F 26,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,169.

    13F-HR 0001800798-24-000006 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).