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Arkadios Wealth Advisors: FXU position timeline

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

Arkadios Wealth Advisors held 32,376 FXU 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 32,376 shares
    Change vs previous 13F -575 shares

    0.02% of the 13F portfolio, value $1,597,416.

    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 32,951 shares
    Change vs previous 13F -46,171 shares

    0.03% of the 13F portfolio, value $1,634,056.

    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 79,122 shares
    Change vs previous 13F +72,789 shares

    0.07% of the 13F portfolio, value $3,561,309.

    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 6,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,850.

    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).