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Arkadios Wealth Advisors: IT position timeline

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

Arkadios Wealth Advisors held 13,212 IT 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 13,212 shares
    Change vs previous 13F +3,056 shares

    0.03% of the 13F portfolio, value $1,712,603.

    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 10,156 shares
    Change vs previous 13F +3,679 shares

    0.03% of the 13F portfolio, value $1,608,178.

    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 6,477 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $1,634,141.

    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 6,487 shares
    Change vs previous 13F +2,316 shares

    0.04% of the 13F portfolio, value $1,705,367.

    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 4,171 shares
    Change vs previous 13F -2,725 shares

    0.05% of the 13F portfolio, value $1,686,200.

    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 6,896 shares
    Change vs previous 13F +4,352 shares

    0.11% of the 13F portfolio, value $2,894,733.

    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 2,544 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $1,232,730.

    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 2,637 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,336,575.

    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).