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Arkadios Wealth Advisors: IEF position timeline

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

Arkadios Wealth Advisors held 93,646 IEF 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 93,646 shares
    Change vs previous 13F +32,725 shares

    0.14% of the 13F portfolio, value $8,856,108.

    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 60,921 shares
    Change vs previous 13F +33,871 shares

    0.1% of the 13F portfolio, value $5,814,314.

    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 27,050 shares
    Change vs previous 13F +13,680 shares

    0.05% of the 13F portfolio, value $2,601,159.

    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 13,370 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $1,289,680.

    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 13,640 shares
    Change vs previous 13F +3,277 shares

    0.04% of the 13F portfolio, value $1,306,293.

    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 10,363 shares
    Change vs previous 13F -1,070 shares

    0.04% of the 13F portfolio, value $988,307.

    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 11,433 shares
    Change vs previous 13F +2,384 shares

    0.06% of the 13F portfolio, value $1,056,945.

    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 9,049 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $887,905.

    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).