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Disclosery

Arkadios Wealth Advisors: CG position timeline

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

Arkadios Wealth Advisors held 20,111 CG 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 20,111 shares
    Change vs previous 13F +1,490 shares

    0.01% of the 13F portfolio, value $846,900.

    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 18,621 shares
    Change vs previous 13F +332 shares

    0.01% of the 13F portfolio, value $901,065.

    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 18,289 shares
    Change vs previous 13F -679 shares

    0.02% of the 13F portfolio, value $1,081,022.

    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 18,968 shares
    Change vs previous 13F +1,321 shares

    0.03% of the 13F portfolio, value $1,189,319.

    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 17,647 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $907,041.

    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 18,198 shares
    Change vs previous 13F -1,948 shares

    0.03% of the 13F portfolio, value $793,246.

    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 20,146 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,017,154.

    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).