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Arkadios Wealth Advisors: IGM position timeline

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

Arkadios Wealth Advisors held 9,569 IGM 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 9,569 shares
    Change vs previous 13F -416 shares

    0.02% of the 13F portfolio, value $1,565,215.

    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 9,985 shares
    Change vs previous 13F +2,137 shares

    0.02% of the 13F portfolio, value $1,183,332.

    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 7,848 shares
    Change vs previous 13F +870 shares

    0.02% of the 13F portfolio, value $1,013,647.

    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 6,978 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $878,879.

    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 7,076 shares
    Change vs previous 13F +95 shares

    0.02% of the 13F portfolio, value $794,923.

    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 6,981 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $632,967.

    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 6,584 shares
    Change vs previous 13F +579 shares

    0.04% of the 13F portfolio, value $672,161.

    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 6,005 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $576,120.

    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).