Arkadios Wealth Advisors: DAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on DAR, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 20,557 DAR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,557 sharesChange vs previous 13F +570 shares
0.02% of the 13F portfolio, value $1,122,845.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,987 sharesChange vs previous 13F -11,046 shares
0.02% of the 13F portfolio, value $1,236,221.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,033 sharesChange vs previous 13F +1,854 shares
0.02% of the 13F portfolio, value $1,117,188.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,179 sharesChange vs previous 13F +23 shares
0.02% of the 13F portfolio, value $900,756.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,156 sharesChange vs previous 13F +14,363 shares
0.03% of the 13F portfolio, value $1,106,179.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,793 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $462,134.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).