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Arkadios Wealth Advisors: BITO position timeline

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

Arkadios Wealth Advisors held 63,427 BITO 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 63,427 shares
    Change vs previous 13F -1,330 shares

    0.01% of the 13F portfolio, value $506,146.

    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 64,757 shares
    Change vs previous 13F -3,109 shares

    0.01% of the 13F portfolio, value $602,886.

    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 67,866 shares
    Change vs previous 13F +8,677 shares

    0.02% of the 13F portfolio, value $825,245.

    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 59,189 shares
    Change vs previous 13F +21,181 shares

    0.03% of the 13F portfolio, value $1,164,836.

    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 38,008 shares
    Change vs previous 13F -505 shares

    0.02% of the 13F portfolio, value $817,561.

    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 38,513 shares
    Change vs previous 13F +3,921 shares

    0.03% of the 13F portfolio, value $705,560.

    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 34,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $788,008.

    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).