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Arkadios Wealth Advisors: EFG position timeline

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

Arkadios Wealth Advisors held 56,090 EFG 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 56,090 shares
    Change vs previous 13F +32,528 shares

    0.11% of the 13F portfolio, value $6,978,740.

    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 23,562 shares
    Change vs previous 13F +9,926 shares

    0.04% of the 13F portfolio, value $2,624,034.

    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 13,636 shares
    Change vs previous 13F +1,119 shares

    0.03% of the 13F portfolio, value $1,553,473.

    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 12,517 shares
    Change vs previous 13F -567 shares

    0.03% of the 13F portfolio, value $1,425,424.

    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 13,084 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $1,465,414.

    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 12,970 shares
    Change vs previous 13F +1,962 shares

    0.05% of the 13F portfolio, value $1,297,073.

    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 11,008 shares
    Change vs previous 13F +854 shares

    0.06% of the 13F portfolio, value $1,065,953.

    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 10,154 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,093,131.

    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).