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Arkadios Wealth Advisors: FWRG position timeline

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

Arkadios Wealth Advisors held 60,571 FWRG 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 60,571 shares
    Change vs previous 13F -10,842 shares

    0.01% of the 13F portfolio, value $780,760.

    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 71,413 shares
    Change vs previous 13F -2,083 shares

    0.01% of the 13F portfolio, value $748,408.

    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 73,496 shares
    Change vs previous 13F -6,007 shares

    0.02% of the 13F portfolio, value $1,108,320.

    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 79,503 shares
    Change vs previous 13F +2,642 shares

    0.03% of the 13F portfolio, value $1,243,427.

    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 76,861 shares
    Change vs previous 13F +8,358 shares

    0.04% of the 13F portfolio, value $1,232,850.

    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 68,503 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,140,575.

    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).