Skip to content
Disclosery

Arkadios Wealth Advisors: IP position timeline

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

Arkadios Wealth Advisors held 10,070 IP 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 10,070 shares
    Change vs previous 13F +1,141 shares

    0.01% of the 13F portfolio, value $383,676.

    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 8,929 shares
    Change vs previous 13F -1,011 shares

    0.01% of the 13F portfolio, value $318,778.

    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 9,940 shares
    Change vs previous 13F -13,239 shares

    0.01% of the 13F portfolio, value $391,533.

    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 23,179 shares
    Change vs previous 13F -3,055 shares

    0.03% of the 13F portfolio, value $1,075,546.

    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 26,234 shares
    Change vs previous 13F -2,481 shares

    0.04% of the 13F portfolio, value $1,228,548.

    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 28,715 shares
    Change vs previous 13F +349 shares

    0.06% of the 13F portfolio, value $1,531,970.

    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 28,366 shares
    Change vs previous 13F -4,744 shares

    0.08% of the 13F portfolio, value $1,526,653.

    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 33,110 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,617,424.

    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).