Arkadios Wealth Advisors: CARR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on CARR, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 9,587 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,587 sharesChange vs previous 13F +612 shares
0.01% of the 13F portfolio, value $703,186.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,975 sharesChange vs previous 13F +1,435 shares
0.01% of the 13F portfolio, value $505,351.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,540 sharesChange vs previous 13F -1,701 shares
0.01% of the 13F portfolio, value $398,406.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,241 sharesChange vs previous 13F -821 shares
0.01% of the 13F portfolio, value $551,681.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,062 sharesChange vs previous 13F +884 shares
0.02% of the 13F portfolio, value $736,435.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,178 sharesChange vs previous 13F -1,045 shares
0.02% of the 13F portfolio, value $581,837.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,223 sharesChange vs previous 13F -1,976 shares
0.04% of the 13F portfolio, value $697,825.
13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,199 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $981,895.
13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).