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Arkadios Wealth Advisors: IOT position timeline

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

Arkadios Wealth Advisors held 76,343 IOT 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 76,343 shares
    Change vs previous 13F -24,942 shares

    0.04% of the 13F portfolio, value $2,475,804.

    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 101,285 shares
    Change vs previous 13F +34,578 shares

    0.05% of the 13F portfolio, value $3,209,722.

    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 66,707 shares
    Change vs previous 13F -9,878 shares

    0.05% of the 13F portfolio, value $2,364,763.

    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 76,585 shares
    Change vs previous 13F +8,876 shares

    0.07% of the 13F portfolio, value $2,852,791.

    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 67,709 shares
    Change vs previous 13F +28,213 shares

    0.08% of the 13F portfolio, value $2,693,464.

    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 39,496 shares
    Change vs previous 13F +3,146 shares

    0.06% of the 13F portfolio, value $1,513,882.

    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 36,350 shares
    Change vs previous 13F +10,000 shares

    0.09% of the 13F portfolio, value $1,588,132.

    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 26,350 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,267,962.

    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).