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Arkadios Wealth Advisors: IWP position timeline

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

Arkadios Wealth Advisors held 25,305 IWP 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 25,305 shares
    Change vs previous 13F -1,951 shares

    0.06% of the 13F portfolio, value $3,704,998.

    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 27,256 shares
    Change vs previous 13F -891 shares

    0.06% of the 13F portfolio, value $3,491,983.

    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 28,147 shares
    Change vs previous 13F +5,646 shares

    0.08% of the 13F portfolio, value $3,854,390.

    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 22,501 shares
    Change vs previous 13F +409 shares

    0.08% of the 13F portfolio, value $3,204,332.

    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 22,092 shares
    Change vs previous 13F -586 shares

    0.09% of the 13F portfolio, value $3,063,720.

    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 22,678 shares
    Change vs previous 13F +2,876 shares

    0.1% of the 13F portfolio, value $2,664,452.

    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 19,802 shares
    Change vs previous 13F -366 shares

    0.14% of the 13F portfolio, value $2,509,902.

    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 20,168 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,365,551.

    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).