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Arkadios Wealth Advisors: BLK position timeline

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

Arkadios Wealth Advisors held 6,423 BLK 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 6,423 shares
    Change vs previous 13F -1,709 shares

    0.09% of the 13F portfolio, value $6,176,172.

    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 8,132 shares
    Change vs previous 13F +230 shares

    0.13% of the 13F portfolio, value $7,820,224.

    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 7,902 shares
    Change vs previous 13F +796 shares

    0.17% of the 13F portfolio, value $8,458,286.

    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 7,106 shares
    Change vs previous 13F +1,628 shares

    0.2% of the 13F portfolio, value $8,284,244.

    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 5,478 shares
    Change vs previous 13F +1,816 shares

    0.17% of the 13F portfolio, value $5,747,629.

    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 3,662 shares
    Change vs previous 13F +2,535 shares

    0.13% of the 13F portfolio, value $3,466,064.

    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 1,127 shares
    Change vs previous 13F -321 shares

    0.06% of the 13F portfolio, value $1,154,868.

    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 1,448 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,375,208.

    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).