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Arkadios Wealth Advisors: ES position timeline

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

Arkadios Wealth Advisors held 22,920 ES 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 22,920 shares
    Change vs previous 13F +6,817 shares

    0.03% of the 13F portfolio, value $1,656,418.

    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 16,103 shares
    Change vs previous 13F -1,677 shares

    0.02% of the 13F portfolio, value $1,115,602.

    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 17,780 shares
    Change vs previous 13F +1,480 shares

    0.02% of the 13F portfolio, value $1,197,150.

    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 16,300 shares
    Change vs previous 13F +1,122 shares

    0.03% of the 13F portfolio, value $1,159,536.

    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 15,178 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $965,650.

    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 14,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $921,424.

    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).