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Arkadios Wealth Advisors: FDN position timeline

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

Arkadios Wealth Advisors held 23,585 FDN 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 23,585 shares
    Change vs previous 13F -8,076 shares

    0.1% of the 13F portfolio, value $6,243,421.

    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 31,661 shares
    Change vs previous 13F -2,235 shares

    0.12% of the 13F portfolio, value $7,409,624.

    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 33,896 shares
    Change vs previous 13F +14,149 shares

    0.18% of the 13F portfolio, value $9,124,125.

    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 19,747 shares
    Change vs previous 13F +8,190 shares

    0.14% of the 13F portfolio, value $5,526,000.

    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 11,557 shares
    Change vs previous 13F +2,945 shares

    0.09% of the 13F portfolio, value $3,112,647.

    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 8,612 shares
    Change vs previous 13F +369 shares

    0.07% of the 13F portfolio, value $1,913,155.

    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 8,243 shares
    Change vs previous 13F -138 shares

    0.11% of the 13F portfolio, value $2,004,450.

    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 8,381 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,775,347.

    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).