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Arkadios Wealth Advisors: DFSV position timeline

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

Arkadios Wealth Advisors held 10,406 DFSV 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 10,406 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $403,631.

    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 10,405 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $364,589.

    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 10,038 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $330,161.

    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 10,368 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $330,105.

    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 10,368 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $305,120.

    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 10,448 shares
    Change vs previous 13F +2,123 shares

    0.01% of the 13F portfolio, value $294,101.

    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 8,325 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $256,244.

    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 8,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $256,410.

    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).