Skip to content
Disclosery

Arkadios Wealth Advisors: ITB position timeline

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

Arkadios Wealth Advisors held 12,357 ITB 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 12,357 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $1,291,085.

    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 12,168 shares
    Change vs previous 13F +8,644 shares

    0.02% of the 13F portfolio, value $1,101,799.

    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 3,524 shares
    Change vs previous 13F -237 shares

    0.01% of the 13F portfolio, value $339,396.

    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 3,761 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $403,331.

    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 3,744 shares
    Change vs previous 13F +1,598 shares

    0.01% of the 13F portfolio, value $348,783.

    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 2,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,353.

    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).