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Arkadios Wealth Advisors: EXR position timeline

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

Arkadios Wealth Advisors held 14,056 EXR 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 14,056 shares
    Change vs previous 13F -2,239 shares

    0.03% of the 13F portfolio, value $2,042,327.

    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 16,295 shares
    Change vs previous 13F +1,022 shares

    0.04% of the 13F portfolio, value $2,136,835.

    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 15,273 shares
    Change vs previous 13F +227 shares

    0.04% of the 13F portfolio, value $1,988,879.

    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 15,046 shares
    Change vs previous 13F +1,653 shares

    0.05% of the 13F portfolio, value $2,120,613.

    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 13,393 shares
    Change vs previous 13F +855 shares

    0.06% of the 13F portfolio, value $1,974,769.

    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 12,538 shares
    Change vs previous 13F +6,356 shares

    0.07% of the 13F portfolio, value $1,861,785.

    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 6,182 shares
    Change vs previous 13F +534 shares

    0.05% of the 13F portfolio, value $924,817.

    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 5,648 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,017,715.

    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).