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Arkadios Wealth Advisors: EES position timeline

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

Arkadios Wealth Advisors held 138,763 EES 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 138,763 shares
    Change vs previous 13F -17,871 shares

    0.14% of the 13F portfolio, value $9,406,718.

    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 156,634 shares
    Change vs previous 13F -1,762 shares

    0.15% of the 13F portfolio, value $9,092,404.

    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 158,396 shares
    Change vs previous 13F +33,161 shares

    0.18% of the 13F portfolio, value $9,017,482.

    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 125,235 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,996,877.

    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).