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Arkadios Wealth Advisors: IBDV position timeline

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

Arkadios Wealth Advisors held 21,464 IBDV 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 21,464 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $467,915.

    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 21,566 shares
    Change vs previous 13F +9,049 shares

    0.01% of the 13F portfolio, value $472,080.

    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 12,517 shares
    Change vs previous 13F +1,322 shares

    0.01% of the 13F portfolio, value $276,250.

    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 11,195 shares
    Change vs previous 13F +1,216 shares

    0.01% of the 13F portfolio, value $247,969.

    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 9,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $219,338.

    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).