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Arkadios Wealth Advisors: FDT position timeline

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

Arkadios Wealth Advisors held 14,744 FDT 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 14,744 shares
    Change vs previous 13F +3,532 shares

    0.02% of the 13F portfolio, value $1,395,898.

    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 11,212 shares
    Change vs previous 13F +2,512 shares

    0.02% of the 13F portfolio, value $974,684.

    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 8,700 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $691,149.

    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 8,912 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $671,732.

    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 8,486 shares
    Change vs previous 13F -1,189 shares

    0.02% of the 13F portfolio, value $583,531.

    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 9,675 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $563,546.

    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 9,463 shares
    Change vs previous 13F +5,358 shares

    0.03% of the 13F portfolio, value $511,749.

    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 4,105 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,735.

    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).