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Arkadios Wealth Advisors: EFV position timeline

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

Arkadios Wealth Advisors held 84,315 EFV 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 84,315 shares
    Change vs previous 13F -73,354 shares

    0.1% of the 13F portfolio, value $6,454,308.

    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 157,669 shares
    Change vs previous 13F +46,120 shares

    0.19% of the 13F portfolio, value $11,722,723.

    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 111,549 shares
    Change vs previous 13F +29,769 shares

    0.16% of the 13F portfolio, value $7,965,713.

    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 81,780 shares
    Change vs previous 13F +2,091 shares

    0.14% of the 13F portfolio, value $5,547,133.

    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 79,689 shares
    Change vs previous 13F +7,758 shares

    0.15% of the 13F portfolio, value $5,058,670.

    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 71,931 shares
    Change vs previous 13F +53,048 shares

    0.16% of the 13F portfolio, value $4,239,636.

    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 18,883 shares
    Change vs previous 13F +4,744 shares

    0.05% of the 13F portfolio, value $990,812.

    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 14,139 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $813,429.

    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).