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Arkadios Wealth Advisors: DOW position timeline

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

Arkadios Wealth Advisors held 17,986 DOW 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 17,986 shares
    Change vs previous 13F +656 shares

    0.01% of the 13F portfolio, value $492,078.

    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 17,330 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $721,759.

    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 17,607 shares
    Change vs previous 13F -5,225 shares

    0.01% of the 13F portfolio, value $411,632.

    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 22,832 shares
    Change vs previous 13F -29,079 shares

    0.01% of the 13F portfolio, value $523,544.

    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 51,911 shares
    Change vs previous 13F -1,678 shares

    0.04% of the 13F portfolio, value $1,374,609.

    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 53,589 shares
    Change vs previous 13F +24,425 shares

    0.07% of the 13F portfolio, value $1,871,335.

    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 29,164 shares
    Change vs previous 13F -2,912 shares

    0.06% of the 13F portfolio, value $1,170,362.

    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 32,076 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,752,299.

    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).