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Arkadios Wealth Advisors: CUBE position timeline

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

Arkadios Wealth Advisors held 6,091 CUBE 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 6,091 shares
    Change vs previous 13F -6,837 shares

    <0.01% of the 13F portfolio, value $242,214.

    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 12,928 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $473,783.

    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 12,960 shares
    Change vs previous 13F -165 shares

    0.01% of the 13F portfolio, value $467,206.

    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 13,125 shares
    Change vs previous 13F +2,030 shares

    0.01% of the 13F portfolio, value $533,667.

    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 11,095 shares
    Change vs previous 13F +1,217 shares

    0.01% of the 13F portfolio, value $471,554.

    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 9,878 shares
    Change vs previous 13F +2,165 shares

    0.02% of the 13F portfolio, value $421,911.

    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 7,713 shares
    Change vs previous 13F +1,415 shares

    0.02% of the 13F portfolio, value $330,520.

    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 6,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $339,000.

    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).