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Arkadios Wealth Advisors: IUSB position timeline

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

Arkadios Wealth Advisors held 209,045 IUSB 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 209,045 shares
    Change vs previous 13F -11,949 shares

    0.15% of the 13F portfolio, value $9,647,410.

    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 220,994 shares
    Change vs previous 13F +114,979 shares

    0.17% of the 13F portfolio, value $10,207,737.

    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 106,015 shares
    Change vs previous 13F +16,223 shares

    0.1% of the 13F portfolio, value $4,933,907.

    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 89,792 shares
    Change vs previous 13F -1,845 shares

    0.1% of the 13F portfolio, value $4,194,199.

    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 91,637 shares
    Change vs previous 13F +2,328 shares

    0.13% of the 13F portfolio, value $4,236,390.

    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 89,309 shares
    Change vs previous 13F +23,884 shares

    0.16% of the 13F portfolio, value $4,115,376.

    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 65,425 shares
    Change vs previous 13F +5,813 shares

    0.16% of the 13F portfolio, value $2,957,219.

    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 59,612 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,808,902.

    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).