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Arkadios Wealth Advisors: GIS position timeline

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

Arkadios Wealth Advisors held 64,170 GIS 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 64,170 shares
    Change vs previous 13F -2,485 shares

    0.03% of the 13F portfolio, value $2,233,138.

    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 66,655 shares
    Change vs previous 13F +1,291 shares

    0.04% of the 13F portfolio, value $2,480,893.

    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 65,364 shares
    Change vs previous 13F +3,559 shares

    0.06% of the 13F portfolio, value $3,039,437.

    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 61,805 shares
    Change vs previous 13F +2,205 shares

    0.08% of the 13F portfolio, value $3,116,182.

    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 59,600 shares
    Change vs previous 13F +3,269 shares

    0.09% of the 13F portfolio, value $3,087,887.

    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 56,331 shares
    Change vs previous 13F +19,969 shares

    0.13% of the 13F portfolio, value $3,368,066.

    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 36,362 shares
    Change vs previous 13F +392 shares

    0.13% of the 13F portfolio, value $2,318,794.

    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 35,970 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,656,388.

    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).