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Arkadios Wealth Advisors: CB position timeline

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

Arkadios Wealth Advisors held 7,893 CB 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 7,893 shares
    Change vs previous 13F +363 shares

    0.04% of the 13F portfolio, value $2,689,149.

    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 7,530 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $2,454,280.

    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 7,558 shares
    Change vs previous 13F +1,675 shares

    0.05% of the 13F portfolio, value $2,358,927.

    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 5,883 shares
    Change vs previous 13F +1,498 shares

    0.04% of the 13F portfolio, value $1,660,440.

    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 4,385 shares
    Change vs previous 13F +2,240 shares

    0.04% of the 13F portfolio, value $1,270,388.

    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 2,145 shares
    Change vs previous 13F +103 shares

    0.02% of the 13F portfolio, value $647,558.

    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 2,042 shares
    Change vs previous 13F -616 shares

    0.03% of the 13F portfolio, value $564,188.

    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 2,658 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $766,456.

    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).