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Arkadios Wealth Advisors: D position timeline

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

Arkadios Wealth Advisors held 24,182 D 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 24,182 shares
    Change vs previous 13F -10,506 shares

    0.03% of the 13F portfolio, value $1,651,395.

    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 34,688 shares
    Change vs previous 13F -344 shares

    0.04% of the 13F portfolio, value $2,144,407.

    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 35,032 shares
    Change vs previous 13F -378 shares

    0.04% of the 13F portfolio, value $2,052,557.

    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 35,410 shares
    Change vs previous 13F +8,231 shares

    0.05% of the 13F portfolio, value $2,166,048.

    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 27,179 shares
    Change vs previous 13F +1,788 shares

    0.05% of the 13F portfolio, value $1,536,159.

    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 25,391 shares
    Change vs previous 13F +20,461 shares

    0.05% of the 13F portfolio, value $1,423,682.

    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 4,930 shares
    Change vs previous 13F +569 shares

    0.01% of the 13F portfolio, value $265,516.

    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 4,361 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,005.

    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).