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Arkadios Wealth Advisors: GTO position timeline

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

Arkadios Wealth Advisors held 54,902 GTO 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 54,902 shares
    Change vs previous 13F +30,447 shares

    0.04% of the 13F portfolio, value $2,573,264.

    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 24,455 shares
    Change vs previous 13F +9,102 shares

    0.02% of the 13F portfolio, value $1,145,215.

    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 15,353 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $728,019.

    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 15,927 shares
    Change vs previous 13F -174 shares

    0.02% of the 13F portfolio, value $756,693.

    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 16,101 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $754,985.

    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 16,033 shares
    Change vs previous 13F +1,511 shares

    0.03% of the 13F portfolio, value $752,442.

    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 14,522 shares
    Change vs previous 13F +781 shares

    0.04% of the 13F portfolio, value $673,844.

    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 13,741 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $663,708.

    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).