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Arkadios Wealth Advisors: ET position timeline

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

Arkadios Wealth Advisors held 133,394 ET 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 133,394 shares
    Change vs previous 13F -20,283 shares

    0.04% of the 13F portfolio, value $2,550,505.

    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 153,677 shares
    Change vs previous 13F +25,085 shares

    0.05% of the 13F portfolio, value $2,965,973.

    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 128,592 shares
    Change vs previous 13F +3,709 shares

    0.04% of the 13F portfolio, value $2,120,479.

    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 124,883 shares
    Change vs previous 13F +287 shares

    0.05% of the 13F portfolio, value $2,143,002.

    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 124,596 shares
    Change vs previous 13F +3,053 shares

    0.07% of the 13F portfolio, value $2,258,927.

    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 121,543 shares
    Change vs previous 13F +11,717 shares

    0.09% of the 13F portfolio, value $2,259,485.

    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 109,826 shares
    Change vs previous 13F -3,520 shares

    0.12% of the 13F portfolio, value $2,151,490.

    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 113,346 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,819,199.

    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).