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Arkadios Wealth Advisors: BNY position timeline

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

Arkadios Wealth Advisors held 84,181 BNY 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 84,181 shares
    Change vs previous 13F +4,244 shares

    0.19% of the 13F portfolio, value $12,173,432.

    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 79,937 shares
    Change vs previous 13F +2,907 shares

    0.16% of the 13F portfolio, value $9,482,832.

    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 77,030 shares
    Change vs previous 13F +7,517 shares

    0.18% of the 13F portfolio, value $8,942,498.

    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 69,513 shares
    Change vs previous 13F +12,808 shares

    0.19% of the 13F portfolio, value $7,574,081.

    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 56,705 shares
    Change vs previous 13F +3,004 shares

    0.16% of the 13F portfolio, value $5,166,462.

    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 53,701 shares
    Change vs previous 13F +1,254 shares

    0.17% of the 13F portfolio, value $4,503,903.

    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 52,447 shares
    Change vs previous 13F +47,730 shares

    0.22% of the 13F portfolio, value $4,029,527.

    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 4,717 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $338,936.

    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).