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Arkadios Wealth Advisors: FXL position timeline

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

Arkadios Wealth Advisors held 7,437 FXL 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 7,437 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $1,615,369.

    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 7,565 shares
    Change vs previous 13F -1,403 shares

    0.02% of the 13F portfolio, value $1,201,886.

    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 8,968 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $1,509,064.

    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 9,069 shares
    Change vs previous 13F -868 shares

    0.04% of the 13F portfolio, value $1,523,425.

    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 9,937 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $1,563,713.

    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 9,402 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,243,475.

    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 9,402 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $1,396,735.

    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 9,401 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,303,360.

    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).