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Arkadios Wealth Advisors: BYLD position timeline

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

Arkadios Wealth Advisors held 82,400 BYLD 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 82,400 shares
    Change vs previous 13F +25,899 shares

    0.03% of the 13F portfolio, value $1,866,356.

    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 56,501 shares
    Change vs previous 13F +1,044 shares

    0.02% of the 13F portfolio, value $1,272,977.

    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 55,457 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $1,263,025.

    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 55,335 shares
    Change vs previous 13F +7,456 shares

    0.03% of the 13F portfolio, value $1,268,275.

    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 47,879 shares
    Change vs previous 13F -448 shares

    0.03% of the 13F portfolio, value $1,082,534.

    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 48,327 shares
    Change vs previous 13F -2,413 shares

    0.04% of the 13F portfolio, value $1,083,738.

    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 50,740 shares
    Change vs previous 13F +2,845 shares

    0.06% of the 13F portfolio, value $1,124,659.

    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 47,895 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,097,753.

    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).