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Arkadios Wealth Advisors: BEP position timeline

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

Arkadios Wealth Advisors held 46,324 BEP 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 46,324 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $1,608,832.

    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 46,582 shares
    Change vs previous 13F -9,955 shares

    0.03% of the 13F portfolio, value $1,520,436.

    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 56,537 shares
    Change vs previous 13F -1,881 shares

    0.03% of the 13F portfolio, value $1,524,803.

    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 58,418 shares
    Change vs previous 13F -1,163 shares

    0.04% of the 13F portfolio, value $1,506,600.

    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 59,581 shares
    Change vs previous 13F -1,009 shares

    0.05% of the 13F portfolio, value $1,519,911.

    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 60,590 shares
    Change vs previous 13F +8,191 shares

    0.05% of the 13F portfolio, value $1,342,675.

    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 52,399 shares
    Change vs previous 13F +42,737 shares

    0.07% of the 13F portfolio, value $1,194,173.

    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 9,662 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $272,275.

    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).