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Arkadios Wealth Advisors: IJT position timeline

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

Arkadios Wealth Advisors held 37,336 IJT 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 37,336 shares
    Change vs previous 13F +1,242 shares

    0.1% of the 13F portfolio, value $6,668,236.

    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 36,094 shares
    Change vs previous 13F +1,110 shares

    0.09% of the 13F portfolio, value $5,223,142.

    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 34,984 shares
    Change vs previous 13F +18,733 shares

    0.1% of the 13F portfolio, value $4,938,297.

    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 16,251 shares
    Change vs previous 13F +2,071 shares

    0.06% of the 13F portfolio, value $2,299,547.

    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 14,180 shares
    Change vs previous 13F -3,947 shares

    0.06% of the 13F portfolio, value $1,886,453.

    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 18,127 shares
    Change vs previous 13F -675 shares

    0.09% of the 13F portfolio, value $2,256,864.

    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 18,802 shares
    Change vs previous 13F -535 shares

    0.14% of the 13F portfolio, value $2,545,226.

    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 19,337 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,697,370.

    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).