Skip to content
Disclosery

Arkadios Wealth Advisors: C position timeline

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

Arkadios Wealth Advisors held 111,130 C 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 111,130 shares
    Change vs previous 13F +3,105 shares

    0.24% of the 13F portfolio, value $15,553,814.

    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 108,025 shares
    Change vs previous 13F +6,031 shares

    0.2% of the 13F portfolio, value $12,251,135.

    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 101,994 shares
    Change vs previous 13F +10,885 shares

    0.24% of the 13F portfolio, value $11,901,735.

    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 91,109 shares
    Change vs previous 13F -3,236 shares

    0.23% of the 13F portfolio, value $9,247,544.

    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 94,345 shares
    Change vs previous 13F +50,586 shares

    0.24% of the 13F portfolio, value $8,030,656.

    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 43,759 shares
    Change vs previous 13F +14,736 shares

    0.12% of the 13F portfolio, value $3,106,447.

    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 29,023 shares
    Change vs previous 13F +1,368 shares

    0.11% of the 13F portfolio, value $2,042,931.

    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 27,655 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,731,221.

    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).