Skip to content
Disclosery

Arkadios Wealth Advisors: CDP position timeline

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

Arkadios Wealth Advisors held 15,942 CDP 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 15,942 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $580,109.

    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 15,261 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $466,985.

    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 14,115 shares
    Change vs previous 13F +1,443 shares

    0.01% of the 13F portfolio, value $392,414.

    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 12,672 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $368,240.

    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 12,132 shares
    Change vs previous 13F +557 shares

    0.01% of the 13F portfolio, value $334,605.

    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 11,575 shares
    Change vs previous 13F +3,515 shares

    0.01% of the 13F portfolio, value $315,637.

    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 8,060 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $249,447.

    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 7,769 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,642.

    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).