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Arkadios Wealth Advisors: ITOT position timeline

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

Arkadios Wealth Advisors held 93,927 ITOT 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 93,927 shares
    Change vs previous 13F +1,913 shares

    0.24% of the 13F portfolio, value $15,429,372.

    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 92,014 shares
    Change vs previous 13F -4,018 shares

    0.22% of the 13F portfolio, value $13,105,476.

    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 96,032 shares
    Change vs previous 13F -5,295 shares

    0.28% of the 13F portfolio, value $14,278,950.

    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 101,327 shares
    Change vs previous 13F +71,558 shares

    0.36% of the 13F portfolio, value $14,758,268.

    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 29,769 shares
    Change vs previous 13F +4,923 shares

    0.12% of the 13F portfolio, value $4,019,970.

    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 24,846 shares
    Change vs previous 13F +13,907 shares

    0.11% of the 13F portfolio, value $3,031,515.

    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 10,939 shares
    Change vs previous 13F +2,243 shares

    0.08% of the 13F portfolio, value $1,407,020.

    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 8,696 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,092,407.

    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).