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Arkadios Wealth Advisors: CPS position timeline

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

Arkadios Wealth Advisors held 34,811 CPS 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 34,811 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $941,637.

    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 34,422 shares
    Change vs previous 13F -16,326 shares

    0.02% of the 13F portfolio, value $959,341.

    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 50,748 shares
    Change vs previous 13F +231 shares

    0.03% of the 13F portfolio, value $1,666,057.

    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 50,517 shares
    Change vs previous 13F -3,527 shares

    0.05% of the 13F portfolio, value $1,865,593.

    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 54,044 shares
    Change vs previous 13F -4,998 shares

    0.03% of the 13F portfolio, value $1,161,947.

    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 59,042 shares
    Change vs previous 13F +10,474 shares

    0.03% of the 13F portfolio, value $904,523.

    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 48,568 shares
    Change vs previous 13F +4,043 shares

    0.04% of the 13F portfolio, value $658,582.

    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 44,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $617,562.

    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).