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Arkadios Wealth Advisors: FDVV position timeline

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

Arkadios Wealth Advisors held 816,312 FDVV 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 816,312 shares
    Change vs previous 13F +56,307 shares

    0.76% of the 13F portfolio, value $49,215,408.

    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 760,005 shares
    Change vs previous 13F +169,507 shares

    0.69% of the 13F portfolio, value $41,982,671.

    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 590,498 shares
    Change vs previous 13F +39,492 shares

    0.66% of the 13F portfolio, value $33,475,281.

    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 551,006 shares
    Change vs previous 13F +50,507 shares

    0.75% of the 13F portfolio, value $30,696,544.

    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 500,499 shares
    Change vs previous 13F +393,830 shares

    0.78% of the 13F portfolio, value $26,035,914.

    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 106,669 shares
    Change vs previous 13F -863 shares

    0.2% of the 13F portfolio, value $5,290,773.

    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 107,532 shares
    Change vs previous 13F +17,430 shares

    0.29% of the 13F portfolio, value $5,370,123.

    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 90,102 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,563,674.

    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).