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Arkadios Wealth Advisors: IGSB position timeline

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

Arkadios Wealth Advisors held 34,524 IGSB 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 34,524 shares
    Change vs previous 13F -1,724 shares

    0.03% of the 13F portfolio, value $1,809,437.

    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 36,248 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $1,905,197.

    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 36,206 shares
    Change vs previous 13F -386 shares

    0.04% of the 13F portfolio, value $1,914,588.

    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 36,592 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $1,940,459.

    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 36,564 shares
    Change vs previous 13F +993 shares

    0.06% of the 13F portfolio, value $1,929,153.

    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 35,571 shares
    Change vs previous 13F +7,675 shares

    0.07% of the 13F portfolio, value $1,862,846.

    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 27,896 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,442,231.

    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 27,888 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,468,599.

    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).