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Arkadios Wealth Advisors: DUSB position timeline

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

Arkadios Wealth Advisors held 168,178 DUSB 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 168,178 shares
    Change vs previous 13F +16,520 shares

    0.13% of the 13F portfolio, value $8,540,083.

    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 151,658 shares
    Change vs previous 13F -17,654 shares

    0.13% of the 13F portfolio, value $7,690,572.

    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 169,312 shares
    Change vs previous 13F +29,677 shares

    0.17% of the 13F portfolio, value $8,575,644.

    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 139,635 shares
    Change vs previous 13F +25,940 shares

    0.17% of the 13F portfolio, value $7,090,666.

    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 113,695 shares
    Change vs previous 13F -52,799 shares

    0.17% of the 13F portfolio, value $5,770,022.

    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 166,494 shares
    Change vs previous 13F +18,810 shares

    0.32% of the 13F portfolio, value $8,446,241.

    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 147,684 shares
    Change vs previous 13F -136,344 shares

    0.41% of the 13F portfolio, value $7,471,334.

    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 284,028 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $14,420,102.

    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).