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Arkadios Wealth Advisors: DFAE position timeline

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

Arkadios Wealth Advisors held 138,205 DFAE 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 138,205 shares
    Change vs previous 13F +31,225 shares

    0.09% of the 13F portfolio, value $5,557,227.

    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 106,980 shares
    Change vs previous 13F +44,678 shares

    0.06% of the 13F portfolio, value $3,622,331.

    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 62,302 shares
    Change vs previous 13F +6,657 shares

    0.04% of the 13F portfolio, value $2,029,189.

    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 55,645 shares
    Change vs previous 13F +5,574 shares

    0.04% of the 13F portfolio, value $1,754,487.

    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 50,071 shares
    Change vs previous 13F +3,823 shares

    0.04% of the 13F portfolio, value $1,449,556.

    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 46,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,197,361.

    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).