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Arkadios Wealth Advisors: IWB position timeline

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

Arkadios Wealth Advisors held 8,074 IWB 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 8,074 shares
    Change vs previous 13F +341 shares

    0.05% of the 13F portfolio, value $3,306,296.

    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 7,733 shares
    Change vs previous 13F +1,357 shares

    0.05% of the 13F portfolio, value $2,757,333.

    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 6,376 shares
    Change vs previous 13F +778 shares

    0.05% of the 13F portfolio, value $2,381,123.

    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 5,598 shares
    Change vs previous 13F +177 shares

    0.05% of the 13F portfolio, value $2,045,957.

    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 5,421 shares
    Change vs previous 13F -106 shares

    0.06% of the 13F portfolio, value $1,840,809.

    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 5,527 shares
    Change vs previous 13F +720 shares

    0.06% of the 13F portfolio, value $1,695,352.

    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 4,807 shares
    Change vs previous 13F -5,759 shares

    0.08% of the 13F portfolio, value $1,548,623.

    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 10,566 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,321,691.

    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).