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Arkadios Wealth Advisors: HYG position timeline

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

Arkadios Wealth Advisors held 31,889 HYG 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 31,889 shares
    Change vs previous 13F +6,549 shares

    0.04% of the 13F portfolio, value $2,550,170.

    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 25,340 shares
    Change vs previous 13F +9,252 shares

    0.03% of the 13F portfolio, value $2,016,084.

    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 16,088 shares
    Change vs previous 13F +1,251 shares

    0.03% of the 13F portfolio, value $1,297,195.

    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 14,837 shares
    Change vs previous 13F -5,767 shares

    0.03% of the 13F portfolio, value $1,204,581.

    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 20,604 shares
    Change vs previous 13F +1,227 shares

    0.05% of the 13F portfolio, value $1,661,673.

    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 19,377 shares
    Change vs previous 13F +3,369 shares

    0.06% of the 13F portfolio, value $1,528,631.

    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 16,008 shares
    Change vs previous 13F +348 shares

    0.07% of the 13F portfolio, value $1,259,027.

    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 15,660 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,257,532.

    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).