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Arkadios Wealth Advisors: DLR position timeline

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

Arkadios Wealth Advisors held 7,836 DLR 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 7,836 shares
    Change vs previous 13F -2,374 shares

    0.02% of the 13F portfolio, value $1,407,342.

    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 10,210 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $1,839,989.

    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 9,923 shares
    Change vs previous 13F +941 shares

    0.03% of the 13F portfolio, value $1,535,238.

    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 8,982 shares
    Change vs previous 13F +2,080 shares

    0.04% of the 13F portfolio, value $1,552,804.

    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 6,902 shares
    Change vs previous 13F +198 shares

    0.04% of the 13F portfolio, value $1,203,188.

    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 6,704 shares
    Change vs previous 13F +3,085 shares

    0.04% of the 13F portfolio, value $960,572.

    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 3,619 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $641,735.

    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 3,793 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $613,814.

    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).