Skip to content
Disclosery

Arkadios Wealth Advisors: DFAI position timeline

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

Arkadios Wealth Advisors held 258,044 DFAI 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 258,044 shares
    Change vs previous 13F +19,567 shares

    0.16% of the 13F portfolio, value $10,644,300.

    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 238,477 shares
    Change vs previous 13F -16,287 shares

    0.15% of the 13F portfolio, value $9,291,045.

    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 254,764 shares
    Change vs previous 13F +30,004 shares

    0.19% of the 13F portfolio, value $9,709,068.

    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 224,760 shares
    Change vs previous 13F +21,081 shares

    0.2% of the 13F portfolio, value $8,170,026.

    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 203,679 shares
    Change vs previous 13F +5,267 shares

    0.21% of the 13F portfolio, value $7,041,183.

    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 198,412 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,196,407.

    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).