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Arkadios Wealth Advisors: FMB position timeline

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

Arkadios Wealth Advisors held 24,767 FMB 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 24,767 shares
    Change vs previous 13F +733 shares

    0.02% of the 13F portfolio, value $1,272,261.

    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 24,034 shares
    Change vs previous 13F +3,313 shares

    0.02% of the 13F portfolio, value $1,217,552.

    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 20,721 shares
    Change vs previous 13F -922 shares

    0.02% of the 13F portfolio, value $1,059,567.

    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 21,643 shares
    Change vs previous 13F +3,401 shares

    0.03% of the 13F portfolio, value $1,097,336.

    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 18,242 shares
    Change vs previous 13F +848 shares

    0.03% of the 13F portfolio, value $908,839.

    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 17,394 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $877,036.

    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).