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Arkadios Wealth Advisors: DFUV position timeline

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

Arkadios Wealth Advisors held 92,491 DFUV 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 92,491 shares
    Change vs previous 13F -5,249 shares

    0.08% of the 13F portfolio, value $5,087,954.

    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 97,740 shares
    Change vs previous 13F +73,260 shares

    0.08% of the 13F portfolio, value $4,736,488.

    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 24,480 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $1,140,523.

    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 24,481 shares
    Change vs previous 13F -1,009 shares

    0.03% of the 13F portfolio, value $1,094,056.

    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 25,490 shares
    Change vs previous 13F -5,964 shares

    0.03% of the 13F portfolio, value $1,077,718.

    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 31,454 shares
    Change vs previous 13F -179,547 shares

    0.05% of the 13F portfolio, value $1,296,220.

    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 211,001 shares
    Change vs previous 13F +38,761 shares

    0.47% of the 13F portfolio, value $8,634,161.

    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 172,240 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $7,180,686.

    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).