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Arkadios Wealth Advisors: DGX position timeline

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

Arkadios Wealth Advisors held 6,013 DGX 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 6,013 shares
    Change vs previous 13F +173 shares

    0.02% of the 13F portfolio, value $1,274,431.

    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 5,840 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $1,144,521.

    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 6,245 shares
    Change vs previous 13F +1,377 shares

    0.02% of the 13F portfolio, value $1,083,641.

    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 4,868 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $927,611.

    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 4,921 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $884,042.

    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 5,279 shares
    Change vs previous 13F -199 shares

    0.03% of the 13F portfolio, value $893,160.

    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 5,478 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $826,426.

    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 5,479 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $850,604.

    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).