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Disclosery

Arkadios Wealth Advisors: EW position timeline

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

Arkadios Wealth Advisors held 4,056 EW 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 4,056 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $366,905.

    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 4,621 shares
    Change vs previous 13F +315 shares

    0.01% of the 13F portfolio, value $370,050.

    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 4,306 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $367,087.

    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 3,999 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $311,003.

    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 3,840 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,326.

    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).