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Arkadios Wealth Advisors: DRI position timeline

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

Arkadios Wealth Advisors held 43,419 DRI 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 43,419 shares
    Change vs previous 13F +4,181 shares

    0.14% of the 13F portfolio, value $8,944,744.

    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 39,238 shares
    Change vs previous 13F +1,616 shares

    0.13% of the 13F portfolio, value $7,692,115.

    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 37,622 shares
    Change vs previous 13F +3,296 shares

    0.14% of the 13F portfolio, value $6,923,272.

    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 34,326 shares
    Change vs previous 13F +2,044 shares

    0.16% of the 13F portfolio, value $6,534,240.

    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 32,282 shares
    Change vs previous 13F +2,596 shares

    0.21% of the 13F portfolio, value $7,036,586.

    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 29,686 shares
    Change vs previous 13F +382 shares

    0.23% of the 13F portfolio, value $6,167,627.

    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 29,304 shares
    Change vs previous 13F +3,911 shares

    0.3% of the 13F portfolio, value $5,470,826.

    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 25,393 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,167,709.

    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).