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Arkadios Wealth Advisors: F position timeline

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

Arkadios Wealth Advisors held 235,660 F 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 235,660 shares
    Change vs previous 13F -18,614 shares

    0.05% of the 13F portfolio, value $3,275,678.

    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 254,274 shares
    Change vs previous 13F -2,648 shares

    0.05% of the 13F portfolio, value $2,934,323.

    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 256,922 shares
    Change vs previous 13F -5,531 shares

    0.07% of the 13F portfolio, value $3,370,818.

    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 262,453 shares
    Change vs previous 13F -4,501 shares

    0.08% of the 13F portfolio, value $3,138,940.

    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 266,954 shares
    Change vs previous 13F +6,443 shares

    0.09% of the 13F portfolio, value $2,896,444.

    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 260,511 shares
    Change vs previous 13F +152,329 shares

    0.1% of the 13F portfolio, value $2,612,922.

    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 108,182 shares
    Change vs previous 13F -2,063 shares

    0.06% of the 13F portfolio, value $1,070,998.

    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 110,245 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,164,185.

    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).