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Arkadios Wealth Advisors: EXE position timeline

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

Arkadios Wealth Advisors held 17,030 EXE 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 17,030 shares
    Change vs previous 13F -448 shares

    0.02% of the 13F portfolio, value $1,552,993.

    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 17,478 shares
    Change vs previous 13F +1,242 shares

    0.03% of the 13F portfolio, value $1,918,655.

    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 16,236 shares
    Change vs previous 13F -1,456 shares

    0.04% of the 13F portfolio, value $1,791,760.

    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 17,692 shares
    Change vs previous 13F -317 shares

    0.05% of the 13F portfolio, value $1,879,586.

    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 18,009 shares
    Change vs previous 13F +2,896 shares

    0.06% of the 13F portfolio, value $2,105,931.

    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 15,113 shares
    Change vs previous 13F -147 shares

    0.06% of the 13F portfolio, value $1,682,381.

    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 15,260 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,519,177.

    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).