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Arkadios Wealth Advisors: GS position timeline

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

Arkadios Wealth Advisors held 11,409 GS 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 11,409 shares
    Change vs previous 13F -1,115 shares

    0.18% of the 13F portfolio, value $11,538,167.

    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 12,524 shares
    Change vs previous 13F +1,555 shares

    0.18% of the 13F portfolio, value $10,595,399.

    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 10,969 shares
    Change vs previous 13F +1,394 shares

    0.19% of the 13F portfolio, value $9,642,270.

    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 9,575 shares
    Change vs previous 13F +884 shares

    0.19% of the 13F portfolio, value $7,624,499.

    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 8,691 shares
    Change vs previous 13F +2,457 shares

    0.18% of the 13F portfolio, value $6,151,431.

    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 6,234 shares
    Change vs previous 13F +467 shares

    0.13% of the 13F portfolio, value $3,405,652.

    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 5,767 shares
    Change vs previous 13F +205 shares

    0.18% of the 13F portfolio, value $3,302,057.

    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 5,562 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,753,965.

    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).