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Arkadios Wealth Advisors: IJJ position timeline

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

Arkadios Wealth Advisors held 54,179 IJJ 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 54,179 shares
    Change vs previous 13F -2,218 shares

    0.12% of the 13F portfolio, value $8,003,920.

    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 56,397 shares
    Change vs previous 13F +575 shares

    0.12% of the 13F portfolio, value $7,472,578.

    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 55,822 shares
    Change vs previous 13F +42,308 shares

    0.15% of the 13F portfolio, value $7,345,567.

    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 13,514 shares
    Change vs previous 13F -142 shares

    0.04% of the 13F portfolio, value $1,753,090.

    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 13,656 shares
    Change vs previous 13F +7,477 shares

    0.05% of the 13F portfolio, value $1,687,592.

    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 6,179 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $739,791.

    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).