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Arkadios Wealth Advisors: FE position timeline

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

Arkadios Wealth Advisors held 12,547 FE 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 12,547 shares
    Change vs previous 13F -6,555 shares

    0.01% of the 13F portfolio, value $596,490.

    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 19,102 shares
    Change vs previous 13F -10,911 shares

    0.02% of the 13F portfolio, value $967,743.

    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 30,013 shares
    Change vs previous 13F +17,104 shares

    0.03% of the 13F portfolio, value $1,343,666.

    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 12,909 shares
    Change vs previous 13F +1,636 shares

    0.01% of the 13F portfolio, value $591,505.

    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 11,273 shares
    Change vs previous 13F -2,300 shares

    0.01% of the 13F portfolio, value $453,842.

    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 13,573 shares
    Change vs previous 13F +8,495 shares

    0.02% of the 13F portfolio, value $548,623.

    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 5,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,006.

    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).