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Arkadios Wealth Advisors: IPKW position timeline

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

Arkadios Wealth Advisors held 181,244 IPKW 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 181,244 shares
    Change vs previous 13F +10,103 shares

    0.16% of the 13F portfolio, value $10,209,356.

    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 171,141 shares
    Change vs previous 13F +12,108 shares

    0.16% of the 13F portfolio, value $9,628,798.

    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 159,033 shares
    Change vs previous 13F +9,745 shares

    0.18% of the 13F portfolio, value $8,837,872.

    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 149,288 shares
    Change vs previous 13F +10,143 shares

    0.19% of the 13F portfolio, value $7,865,979.

    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 139,145 shares
    Change vs previous 13F +8,523 shares

    0.2% of the 13F portfolio, value $6,769,399.

    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 130,622 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,964,196.

    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).