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Arkadios Wealth Advisors: BHM position timeline

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

Arkadios Wealth Advisors held 121,770 BHM 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 121,770 shares
    Change vs previous 13F +12,119 shares

    0.02% of the 13F portfolio, value $1,095,936.

    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 109,651 shares
    Change vs previous 13F -3,444 shares

    0.02% of the 13F portfolio, value $1,245,635.

    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 113,095 shares
    Change vs previous 13F -581 shares

    0.02% of the 13F portfolio, value $1,206,724.

    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 113,676 shares
    Change vs previous 13F +23,772 shares

    0.03% of the 13F portfolio, value $1,361,845.

    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 89,904 shares
    Change vs previous 13F +4,727 shares

    0.03% of the 13F portfolio, value $1,125,602.

    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 85,177 shares
    Change vs previous 13F +18,895 shares

    0.04% of the 13F portfolio, value $968,458.

    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 66,282 shares
    Change vs previous 13F +12,420 shares

    0.05% of the 13F portfolio, value $879,557.

    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 53,862 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $805,231.

    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).