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Arkadios Wealth Advisors: FBND position timeline

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

Arkadios Wealth Advisors held 1,307,314 FBND 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 1,307,314 shares
    Change vs previous 13F +83,362 shares

    0.91% of the 13F portfolio, value $59,469,710.

    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 1,223,952 shares
    Change vs previous 13F +218,020 shares

    0.92% of the 13F portfolio, value $55,836,682.

    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 1,005,932 shares
    Change vs previous 13F +263,355 shares

    0.92% of the 13F portfolio, value $46,313,099.

    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 742,577 shares
    Change vs previous 13F +520,944 shares

    0.84% of the 13F portfolio, value $34,336,789.

    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 221,633 shares
    Change vs previous 13F +76,963 shares

    0.3% of the 13F portfolio, value $10,139,696.

    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 144,670 shares
    Change vs previous 13F +77,287 shares

    0.25% of the 13F portfolio, value $6,604,185.

    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 67,383 shares
    Change vs previous 13F +39,270 shares

    0.17% of the 13F portfolio, value $3,023,486.

    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 28,113 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,314,009.

    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).