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Arkadios Wealth Advisors: FPEI position timeline

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

Arkadios Wealth Advisors held 17,232 FPEI 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 17,232 shares
    Change vs previous 13F -22,597 shares

    0.01% of the 13F portfolio, value $332,411.

    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 39,829 shares
    Change vs previous 13F +18,258 shares

    0.01% of the 13F portfolio, value $756,756.

    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 21,571 shares
    Change vs previous 13F -6,375 shares

    0.01% of the 13F portfolio, value $418,269.

    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 27,946 shares
    Change vs previous 13F -10,798 shares

    0.01% of the 13F portfolio, value $540,490.

    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 38,744 shares
    Change vs previous 13F +953 shares

    0.02% of the 13F portfolio, value $735,741.

    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 37,791 shares
    Change vs previous 13F +1,790 shares

    0.03% of the 13F portfolio, value $706,688.

    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 36,001 shares
    Change vs previous 13F -1,540 shares

    0.04% of the 13F portfolio, value $673,219.

    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 37,541 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $715,907.

    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).