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Arkadios Wealth Advisors: DFAT position timeline

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

Arkadios Wealth Advisors held 118,676 DFAT 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 118,676 shares
    Change vs previous 13F +15,606 shares

    0.13% of the 13F portfolio, value $8,295,447.

    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 103,070 shares
    Change vs previous 13F +34,890 shares

    0.11% of the 13F portfolio, value $6,436,740.

    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 68,180 shares
    Change vs previous 13F +23,306 shares

    0.08% of the 13F portfolio, value $4,059,437.

    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 44,874 shares
    Change vs previous 13F +4,119 shares

    0.06% of the 13F portfolio, value $2,612,116.

    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 40,755 shares
    Change vs previous 13F +4,511 shares

    0.07% of the 13F portfolio, value $2,199,140.

    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 36,244 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,866,204.

    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).