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Arkadios Wealth Advisors: DG position timeline

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

Arkadios Wealth Advisors held 10,029 DG 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 10,029 shares
    Change vs previous 13F -867 shares

    0.02% of the 13F portfolio, value $1,154,531.

    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 10,896 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $1,293,711.

    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 10,599 shares
    Change vs previous 13F -1,105 shares

    0.03% of the 13F portfolio, value $1,407,193.

    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 11,704 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $1,209,562.

    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 11,858 shares
    Change vs previous 13F +536 shares

    0.04% of the 13F portfolio, value $1,356,386.

    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 11,322 shares
    Change vs previous 13F +3,294 shares

    0.04% of the 13F portfolio, value $995,483.

    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 8,028 shares
    Change vs previous 13F +3,982 shares

    0.03% of the 13F portfolio, value $608,718.

    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 4,046 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $342,164.

    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).