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Arkadios Wealth Advisors: BUFD position timeline

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

Arkadios Wealth Advisors held 55,936 BUFD 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 55,936 shares
    Change vs previous 13F -1,385 shares

    0.03% of the 13F portfolio, value $1,662,408.

    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 57,321 shares
    Change vs previous 13F +6,945 shares

    0.03% of the 13F portfolio, value $1,604,978.

    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 50,376 shares
    Change vs previous 13F -2,570 shares

    0.03% of the 13F portfolio, value $1,422,618.

    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 52,946 shares
    Change vs previous 13F +480 shares

    0.04% of the 13F portfolio, value $1,463,427.

    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 52,466 shares
    Change vs previous 13F -808 shares

    0.04% of the 13F portfolio, value $1,393,497.

    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 53,274 shares
    Change vs previous 13F -843 shares

    0.05% of the 13F portfolio, value $1,329,186.

    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 54,117 shares
    Change vs previous 13F +10,325 shares

    0.08% of the 13F portfolio, value $1,381,066.

    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 43,792 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,096,552.

    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).