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Arkadios Wealth Advisors: IBKR position timeline

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

Arkadios Wealth Advisors held 39,450 IBKR 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 39,450 shares
    Change vs previous 13F -3,963 shares

    0.05% of the 13F portfolio, value $3,433,685.

    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 43,413 shares
    Change vs previous 13F -2,331 shares

    0.05% of the 13F portfolio, value $2,911,685.

    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 45,744 shares
    Change vs previous 13F -3,353 shares

    0.06% of the 13F portfolio, value $2,941,818.

    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 49,097 shares
    Change vs previous 13F -1,603 shares

    0.08% of the 13F portfolio, value $3,378,382.

    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 50,700 shares
    Change vs previous 13F +44,569 shares

    0.08% of the 13F portfolio, value $2,809,298.

    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 6,131 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $1,015,237.

    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 6,169 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $1,089,877.

    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 6,283 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $875,634.

    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).