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Arkadios Wealth Advisors: BE position timeline

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

Arkadios Wealth Advisors held 5,439 BE 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 5,439 shares
    Change vs previous 13F +259 shares

    0.03% of the 13F portfolio, value $1,646,385.

    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 5,180 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $701,838.

    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 5,942 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $516,301.

    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 6,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,467.

    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).