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Arkadios Wealth Advisors: IBB position timeline

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

Arkadios Wealth Advisors held 10,967 IBB 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 10,967 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $2,085,751.

    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 10,978 shares
    Change vs previous 13F +55 shares

    0.03% of the 13F portfolio, value $1,853,659.

    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 10,923 shares
    Change vs previous 13F +3,536 shares

    0.04% of the 13F portfolio, value $1,843,362.

    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 7,387 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $1,066,474.

    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 6,917 shares
    Change vs previous 13F +828 shares

    0.03% of the 13F portfolio, value $875,058.

    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 6,089 shares
    Change vs previous 13F +1,997 shares

    0.03% of the 13F portfolio, value $778,733.

    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 4,092 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $540,965.

    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 4,156 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $605,168.

    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).