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Arkadios Wealth Advisors: FDL position timeline

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

Arkadios Wealth Advisors held 111,759 FDL 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 111,759 shares
    Change vs previous 13F +18,129 shares

    0.08% of the 13F portfolio, value $5,438,175.

    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 93,630 shares
    Change vs previous 13F +4,004 shares

    0.08% of the 13F portfolio, value $4,756,408.

    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 89,626 shares
    Change vs previous 13F +10,443 shares

    0.08% of the 13F portfolio, value $3,974,035.

    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 79,183 shares
    Change vs previous 13F +6,230 shares

    0.08% of the 13F portfolio, value $3,437,303.

    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 72,953 shares
    Change vs previous 13F -5,639 shares

    0.09% of the 13F portfolio, value $3,054,546.

    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 78,592 shares
    Change vs previous 13F +53,895 shares

    0.13% of the 13F portfolio, value $3,414,013.

    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 24,697 shares
    Change vs previous 13F +749 shares

    0.05% of the 13F portfolio, value $994,310.

    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 23,948 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,004,623.

    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).