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Arkadios Wealth Advisors: FV position timeline

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

Arkadios Wealth Advisors held 28,634 FV 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 28,634 shares
    Change vs previous 13F -9,316 shares

    0.03% of the 13F portfolio, value $2,172,753.

    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 37,950 shares
    Change vs previous 13F -4,903 shares

    0.04% of the 13F portfolio, value $2,293,625.

    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 42,853 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $2,696,303.

    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 43,249 shares
    Change vs previous 13F -819 shares

    0.07% of the 13F portfolio, value $2,677,961.

    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 44,068 shares
    Change vs previous 13F +605 shares

    0.08% of the 13F portfolio, value $2,611,471.

    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 43,463 shares
    Change vs previous 13F -102 shares

    0.09% of the 13F portfolio, value $2,384,355.

    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 43,565 shares
    Change vs previous 13F -1,788 shares

    0.14% of the 13F portfolio, value $2,572,936.

    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 45,353 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,642,698.

    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).