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Arkadios Wealth Advisors: CAG position timeline

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

Arkadios Wealth Advisors held 60,501 CAG 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 60,501 shares
    Change vs previous 13F +594 shares

    0.01% of the 13F portfolio, value $814,342.

    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 59,907 shares
    Change vs previous 13F -3,288 shares

    0.02% of the 13F portfolio, value $941,738.

    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 63,195 shares
    Change vs previous 13F +16,996 shares

    0.02% of the 13F portfolio, value $1,093,912.

    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 46,199 shares
    Change vs previous 13F -45,129 shares

    0.02% of the 13F portfolio, value $845,899.

    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 91,328 shares
    Change vs previous 13F +4,436 shares

    0.06% of the 13F portfolio, value $1,869,481.

    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 86,892 shares
    Change vs previous 13F +33,523 shares

    0.09% of the 13F portfolio, value $2,317,404.

    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 53,369 shares
    Change vs previous 13F +600 shares

    0.08% of the 13F portfolio, value $1,480,978.

    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 52,769 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,716,041.

    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).