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Arkadios Wealth Advisors: IUSG position timeline

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

Arkadios Wealth Advisors held 62,845 IUSG 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 62,845 shares
    Change vs previous 13F +7,063 shares

    0.18% of the 13F portfolio, value $11,820,525.

    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 55,782 shares
    Change vs previous 13F +27,000 shares

    0.14% of the 13F portfolio, value $8,652,200.

    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 28,782 shares
    Change vs previous 13F +26,749 shares

    0.1% of the 13F portfolio, value $4,833,628.

    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 2,033 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $334,450.

    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 1,854 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $278,864.

    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 1,815 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $230,599.

    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 1,811 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $252,403.

    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 1,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,550.

    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).