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Arkadios Wealth Advisors: IBIT position timeline

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

Arkadios Wealth Advisors held 121,479 IBIT 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 121,479 shares
    Change vs previous 13F -1,272 shares

    0.06% of the 13F portfolio, value $4,044,045.

    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 122,751 shares
    Change vs previous 13F +977 shares

    0.08% of the 13F portfolio, value $4,716,095.

    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 121,774 shares
    Change vs previous 13F -82,519 shares

    0.12% of the 13F portfolio, value $6,046,084.

    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 204,293 shares
    Change vs previous 13F +23,174 shares

    0.33% of the 13F portfolio, value $13,279,067.

    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 181,119 shares
    Change vs previous 13F +94,270 shares

    0.33% of the 13F portfolio, value $11,086,287.

    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 86,849 shares
    Change vs previous 13F +43,055 shares

    0.15% of the 13F portfolio, value $4,065,402.

    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 43,794 shares
    Change vs previous 13F +16,090 shares

    0.13% of the 13F portfolio, value $2,323,272.

    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 27,704 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,000,946.

    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).