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Arkadios Wealth Advisors: FBRT position timeline

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

Arkadios Wealth Advisors held 44,491 FBRT 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 44,491 shares
    Change vs previous 13F +20,597 shares

    0.01% of the 13F portfolio, value $362,154.

    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 23,894 shares
    Change vs previous 13F -368 shares

    <0.01% of the 13F portfolio, value $202,858.

    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 24,262 shares
    Change vs previous 13F +3,346 shares

    <0.01% of the 13F portfolio, value $243,344.

    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 20,916 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $227,153.

    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 20,942 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $223,869.

    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 20,548 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $261,785.

    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 20,631 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $258,709.

    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 21,154 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $276,270.

    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).