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Arkadios Wealth Advisors: ICLR position timeline

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

Arkadios Wealth Advisors held 33,838 ICLR 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 33,838 shares
    Change vs previous 13F +3,995 shares

    0.09% of the 13F portfolio, value $5,877,999.

    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 29,843 shares
    Change vs previous 13F +13,939 shares

    0.05% of the 13F portfolio, value $3,302,427.

    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 15,904 shares
    Change vs previous 13F +2,072 shares

    0.06% of the 13F portfolio, value $2,898,027.

    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 13,832 shares
    Change vs previous 13F +3,650 shares

    0.06% of the 13F portfolio, value $2,420,600.

    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 10,182 shares
    Change vs previous 13F +2,354 shares

    0.04% of the 13F portfolio, value $1,480,972.

    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 7,828 shares
    Change vs previous 13F +6,666 shares

    0.05% of the 13F portfolio, value $1,369,821.

    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 1,162 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $243,683.

    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 1,293 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $371,492.

    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).