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Arkadios Wealth Advisors: CRSP position timeline

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

Arkadios Wealth Advisors held 10,487 CRSP 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 10,487 shares
    Change vs previous 13F +1,071 shares

    0.01% of the 13F portfolio, value $571,976.

    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 9,416 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $447,932.

    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 9,417 shares
    Change vs previous 13F -951 shares

    0.01% of the 13F portfolio, value $493,842.

    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 10,368 shares
    Change vs previous 13F -247 shares

    0.02% of the 13F portfolio, value $671,969.

    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 10,615 shares
    Change vs previous 13F -623 shares

    0.02% of the 13F portfolio, value $516,329.

    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 11,238 shares
    Change vs previous 13F -923 shares

    0.01% of the 13F portfolio, value $382,440.

    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 12,161 shares
    Change vs previous 13F +866 shares

    0.03% of the 13F portfolio, value $478,651.

    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 11,295 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $530,632.

    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).