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Arkadios Wealth Advisors: CL position timeline

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

Arkadios Wealth Advisors held 13,671 CL 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 13,671 shares
    Change vs previous 13F -7,739 shares

    0.02% of the 13F portfolio, value $1,253,396.

    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 21,410 shares
    Change vs previous 13F +261 shares

    0.03% of the 13F portfolio, value $1,824,772.

    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 21,149 shares
    Change vs previous 13F +1,059 shares

    0.03% of the 13F portfolio, value $1,671,234.

    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 20,090 shares
    Change vs previous 13F +4,766 shares

    0.04% of the 13F portfolio, value $1,605,931.

    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 15,324 shares
    Change vs previous 13F +946 shares

    0.04% of the 13F portfolio, value $1,392,903.

    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 14,378 shares
    Change vs previous 13F +7,902 shares

    0.05% of the 13F portfolio, value $1,347,242.

    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 6,476 shares
    Change vs previous 13F +678 shares

    0.03% of the 13F portfolio, value $588,766.

    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 5,798 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $601,842.

    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).