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Arkadios Wealth Advisors: EXC position timeline

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

Arkadios Wealth Advisors held 14,507 EXC 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 14,507 shares
    Change vs previous 13F -515 shares

    0.01% of the 13F portfolio, value $676,309.

    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 15,022 shares
    Change vs previous 13F +1,202 shares

    0.01% of the 13F portfolio, value $736,411.

    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 13,820 shares
    Change vs previous 13F -1,419 shares

    0.01% of the 13F portfolio, value $602,407.

    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 15,239 shares
    Change vs previous 13F +4,839 shares

    0.02% of the 13F portfolio, value $685,901.

    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 10,400 shares
    Change vs previous 13F +1,437 shares

    0.01% of the 13F portfolio, value $451,551.

    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 8,963 shares
    Change vs previous 13F +1,318 shares

    0.02% of the 13F portfolio, value $413,019.

    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 7,645 shares
    Change vs previous 13F +2,311 shares

    0.02% of the 13F portfolio, value $287,743.

    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 5,334 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,290.

    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).