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Arkadios Wealth Advisors: CARY position timeline

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

Arkadios Wealth Advisors held 2,889,043 CARY 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 2,889,043 shares
    Change vs previous 13F -673,441 shares

    0.92% of the 13F portfolio, value $60,034,317.

    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 3,562,484 shares
    Change vs previous 13F +428,745 shares

    1.22% of the 13F portfolio, value $74,003,121.

    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 3,133,739 shares
    Change vs previous 13F +227,114 shares

    1.29% of the 13F portfolio, value $65,261,685.

    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 2,906,625 shares
    Change vs previous 13F +615,443 shares

    1.49% of the 13F portfolio, value $60,777,512.

    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 2,291,182 shares
    Change vs previous 13F +37,512 shares

    1.43% of the 13F portfolio, value $47,656,586.

    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 2,253,670 shares
    Change vs previous 13F +19,196 shares

    1.77% of the 13F portfolio, value $46,786,208.

    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 2,234,474 shares
    Change vs previous 13F +203,866 shares

    2.51% of the 13F portfolio, value $46,007,825.

    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 2,030,608 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $43,028,589.

    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).