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Arkadios Wealth Advisors: BWA position timeline

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

Arkadios Wealth Advisors held 4,732 BWA 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 4,732 shares
    Change vs previous 13F -2,654 shares

    <0.01% of the 13F portfolio, value $314,179.

    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 7,386 shares
    Change vs previous 13F -1,846 shares

    0.01% of the 13F portfolio, value $400,742.

    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 9,232 shares
    Change vs previous 13F -664 shares

    0.01% of the 13F portfolio, value $415,971.

    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 9,896 shares
    Change vs previous 13F -2,833 shares

    0.01% of the 13F portfolio, value $435,024.

    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 12,729 shares
    Change vs previous 13F -14,411 shares

    0.01% of the 13F portfolio, value $426,174.

    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 27,140 shares
    Change vs previous 13F +14,319 shares

    0.03% of the 13F portfolio, value $777,551.

    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 12,821 shares
    Change vs previous 13F +1,182 shares

    0.02% of the 13F portfolio, value $407,587.

    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 11,639 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,384.

    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).