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Arkadios Wealth Advisors: BUFR position timeline

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

Arkadios Wealth Advisors held 402,374 BUFR 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 402,374 shares
    Change vs previous 13F -12,941 shares

    0.23% of the 13F portfolio, value $14,698,714.

    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 415,315 shares
    Change vs previous 13F +206,911 shares

    0.23% of the 13F portfolio, value $14,025,176.

    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 208,404 shares
    Change vs previous 13F +28,120 shares

    0.14% of the 13F portfolio, value $7,139,921.

    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 180,284 shares
    Change vs previous 13F +23,167 shares

    0.15% of the 13F portfolio, value $6,025,091.

    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 157,117 shares
    Change vs previous 13F +20,428 shares

    0.15% of the 13F portfolio, value $4,996,321.

    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 136,689 shares
    Change vs previous 13F +13,894 shares

    0.15% of the 13F portfolio, value $4,058,296.

    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 122,795 shares
    Change vs previous 13F -6,188 shares

    0.2% of the 13F portfolio, value $3,741,564.

    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 128,983 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,855,302.

    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).