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Arkadios Wealth Advisors: BUFQ position timeline

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

Arkadios Wealth Advisors held 27,003 BUFQ 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 27,003 shares
    Change vs previous 13F +1,803 shares

    0.02% of the 13F portfolio, value $1,060,408.

    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 25,200 shares
    Change vs previous 13F -690 shares

    0.01% of the 13F portfolio, value $890,064.

    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 25,890 shares
    Change vs previous 13F +7,218 shares

    0.02% of the 13F portfolio, value $927,898.

    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 18,672 shares
    Change vs previous 13F +2,797 shares

    0.02% of the 13F portfolio, value $650,533.

    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 15,875 shares
    Change vs previous 13F +338 shares

    0.02% of the 13F portfolio, value $527,050.

    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 15,537 shares
    Change vs previous 13F -888 shares

    0.02% of the 13F portfolio, value $463,935.

    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 16,425 shares
    Change vs previous 13F -11,396 shares

    0.03% of the 13F portfolio, value $516,238.

    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 27,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $844,367.

    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).