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Arkadios Wealth Advisors: IWM position timeline

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

Arkadios Wealth Advisors held 50,684 IWM 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 50,684 shares
    Change vs previous 13F +23,201 shares

    0.23% of the 13F portfolio, value $15,228,017.

    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 27,483 shares
    Change vs previous 13F -19,855 shares

    0.11% of the 13F portfolio, value $6,815,901.

    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 47,338 shares
    Change vs previous 13F +24,708 shares

    0.23% of the 13F portfolio, value $11,652,688.

    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 22,630 shares
    Change vs previous 13F +1,539 shares

    0.13% of the 13F portfolio, value $5,475,532.

    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 21,091 shares
    Change vs previous 13F -15,337 shares

    0.14% of the 13F portfolio, value $4,551,292.

    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 36,428 shares
    Change vs previous 13F -7,355 shares

    0.28% of the 13F portfolio, value $7,267,117.

    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 43,783 shares
    Change vs previous 13F +2,160 shares

    0.53% of the 13F portfolio, value $9,674,357.

    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 41,623 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,194,092.

    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).