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Arkadios Wealth Advisors: CGCP position timeline

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

Arkadios Wealth Advisors held 57,244 CGCP 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 57,244 shares
    Change vs previous 13F +1,641 shares

    0.02% of the 13F portfolio, value $1,275,969.

    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 55,603 shares
    Change vs previous 13F +27,725 shares

    0.02% of the 13F portfolio, value $1,242,179.

    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 27,878 shares
    Change vs previous 13F +5,347 shares

    0.01% of the 13F portfolio, value $631,158.

    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 22,531 shares
    Change vs previous 13F -1,186 shares

    0.01% of the 13F portfolio, value $511,899.

    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 23,717 shares
    Change vs previous 13F +1,273 shares

    0.02% of the 13F portfolio, value $533,629.

    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 22,444 shares
    Change vs previous 13F +579 shares

    0.02% of the 13F portfolio, value $503,857.

    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 21,865 shares
    Change vs previous 13F +1,699 shares

    0.03% of the 13F portfolio, value $485,414.

    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 20,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $466,229.

    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).