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Arkadios Wealth Advisors: DJUN position timeline

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

Arkadios Wealth Advisors held 33,830 DJUN 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 33,830 shares
    Change vs previous 13F -1,430 shares

    0.03% of the 13F portfolio, value $1,667,142.

    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 35,260 shares
    Change vs previous 13F -1,460 shares

    0.03% of the 13F portfolio, value $1,658,585.

    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 36,720 shares
    Change vs previous 13F -2,000 shares

    0.03% of the 13F portfolio, value $1,738,384.

    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 38,720 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,800,519.

    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 38,720 shares
    Change vs previous 13F +970 shares

    0.05% of the 13F portfolio, value $1,743,240.

    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 37,750 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $1,584,885.

    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 38,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,644,648.

    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).