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Arkadios Wealth Advisors: CWB position timeline

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

Arkadios Wealth Advisors held 2,477 CWB 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 2,477 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $267,016.

    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 3,518 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $322,017.

    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 3,459 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $308,509.

    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 3,446 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $311,822.

    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 3,728 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $308,124.

    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 3,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,417.

    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).