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Arkadios Wealth Advisors: FTA position timeline

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

Arkadios Wealth Advisors held 14,229 FTA 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 14,229 shares
    Change vs previous 13F -333 shares

    0.02% of the 13F portfolio, value $1,377,343.

    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 14,562 shares
    Change vs previous 13F +1,180 shares

    0.02% of the 13F portfolio, value $1,344,729.

    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 13,382 shares
    Change vs previous 13F -1,091 shares

    0.02% of the 13F portfolio, value $1,152,808.

    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 14,473 shares
    Change vs previous 13F -439 shares

    0.03% of the 13F portfolio, value $1,205,971.

    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 14,912 shares
    Change vs previous 13F -24,028 shares

    0.04% of the 13F portfolio, value $1,172,550.

    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 38,940 shares
    Change vs previous 13F -3,597 shares

    0.11% of the 13F portfolio, value $2,987,508.

    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 42,537 shares
    Change vs previous 13F -18,886 shares

    0.18% of the 13F portfolio, value $3,252,372.

    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 61,423 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,860,432.

    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).