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Arkadios Wealth Advisors: CRM position timeline

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

Arkadios Wealth Advisors held 50,708 CRM 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 50,708 shares
    Change vs previous 13F +569 shares

    0.12% of the 13F portfolio, value $7,943,896.

    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 50,139 shares
    Change vs previous 13F -9,697 shares

    0.15% of the 13F portfolio, value $9,359,591.

    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 59,836 shares
    Change vs previous 13F +2,189 shares

    0.31% of the 13F portfolio, value $15,851,078.

    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 57,647 shares
    Change vs previous 13F -11,301 shares

    0.34% of the 13F portfolio, value $13,662,294.

    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 68,948 shares
    Change vs previous 13F +8,138 shares

    0.56% of the 13F portfolio, value $18,801,443.

    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 60,810 shares
    Change vs previous 13F +18,760 shares

    0.62% of the 13F portfolio, value $16,318,941.

    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 42,050 shares
    Change vs previous 13F +4,212 shares

    0.77% of the 13F portfolio, value $14,058,727.

    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 37,838 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,356,555.

    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).