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Arkadios Wealth Advisors: FPXI position timeline

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

Arkadios Wealth Advisors held 28,244 FPXI 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 28,244 shares
    Change vs previous 13F -1,165 shares

    0.04% of the 13F portfolio, value $2,365,234.

    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 29,409 shares
    Change vs previous 13F +2,181 shares

    0.03% of the 13F portfolio, value $1,815,876.

    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 27,228 shares
    Change vs previous 13F +230 shares

    0.03% of the 13F portfolio, value $1,610,273.

    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 26,998 shares
    Change vs previous 13F +1,519 shares

    0.04% of the 13F portfolio, value $1,617,827.

    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 25,479 shares
    Change vs previous 13F +232 shares

    0.04% of the 13F portfolio, value $1,438,798.

    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 25,247 shares
    Change vs previous 13F +1,573 shares

    0.05% of the 13F portfolio, value $1,189,114.

    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 23,674 shares
    Change vs previous 13F +15,696 shares

    0.06% of the 13F portfolio, value $1,116,244.

    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 7,978 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,796.

    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).