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Arkadios Wealth Advisors: DE position timeline

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

Arkadios Wealth Advisors held 11,797 DE 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 11,797 shares
    Change vs previous 13F +766 shares

    0.11% of the 13F portfolio, value $7,483,345.

    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 11,031 shares
    Change vs previous 13F +229 shares

    0.1% of the 13F portfolio, value $6,213,489.

    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 10,802 shares
    Change vs previous 13F +588 shares

    0.1% of the 13F portfolio, value $5,029,373.

    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 10,214 shares
    Change vs previous 13F +806 shares

    0.11% of the 13F portfolio, value $4,670,325.

    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 9,408 shares
    Change vs previous 13F +1,817 shares

    0.14% of the 13F portfolio, value $4,783,728.

    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 7,591 shares
    Change vs previous 13F +4,049 shares

    0.13% of the 13F portfolio, value $3,562,806.

    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 3,542 shares
    Change vs previous 13F -1,053 shares

    0.08% of the 13F portfolio, value $1,500,573.

    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 4,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,917,631.

    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).