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Arkadios Wealth Advisors: BX position timeline

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

Arkadios Wealth Advisors held 82,869 BX 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 82,869 shares
    Change vs previous 13F +7,841 shares

    0.15% of the 13F portfolio, value $9,751,142.

    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 75,028 shares
    Change vs previous 13F +19,096 shares

    0.14% of the 13F portfolio, value $8,627,478.

    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 55,932 shares
    Change vs previous 13F +11,573 shares

    0.17% of the 13F portfolio, value $8,621,441.

    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 44,359 shares
    Change vs previous 13F +3,491 shares

    0.19% of the 13F portfolio, value $7,578,690.

    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 40,868 shares
    Change vs previous 13F +1,497 shares

    0.18% of the 13F portfolio, value $6,113,005.

    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 39,371 shares
    Change vs previous 13F +9,864 shares

    0.21% of the 13F portfolio, value $5,503,261.

    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 29,507 shares
    Change vs previous 13F -1,744 shares

    0.28% of the 13F portfolio, value $5,087,579.

    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 31,251 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,785,457.

    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).