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Arkadios Wealth Advisors: CLB position timeline

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

Arkadios Wealth Advisors held 16,244 CLB 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 16,244 shares
    Change vs previous 13F -2,232 shares

    <0.01% of the 13F portfolio, value $189,248.

    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 18,476 shares
    Change vs previous 13F -2,242 shares

    0.01% of the 13F portfolio, value $310,210.

    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 20,718 shares
    Change vs previous 13F -28,579 shares

    0.01% of the 13F portfolio, value $332,116.

    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 49,297 shares
    Change vs previous 13F -35,599 shares

    0.01% of the 13F portfolio, value $609,309.

    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 84,896 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $978,002.

    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).