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Arkadios Wealth Advisors: CEF position timeline

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

Arkadios Wealth Advisors held 188,371 CEF 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 188,371 shares
    Change vs previous 13F +14,623 shares

    0.12% of the 13F portfolio, value $7,578,149.

    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 173,748 shares
    Change vs previous 13F -67,183 shares

    0.14% of the 13F portfolio, value $8,291,275.

    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 240,931 shares
    Change vs previous 13F +4,168 shares

    0.22% of the 13F portfolio, value $11,034,621.

    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 236,763 shares
    Change vs previous 13F +15,909 shares

    0.21% of the 13F portfolio, value $8,686,820.

    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 220,854 shares
    Change vs previous 13F -40,872 shares

    0.2% of the 13F portfolio, value $6,647,693.

    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 261,726 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,435,624.

    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).