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Arkadios Wealth Advisors: IWR position timeline

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

Arkadios Wealth Advisors held 34,986 IWR 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 34,986 shares
    Change vs previous 13F +1,333 shares

    0.06% of the 13F portfolio, value $3,859,736.

    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 33,653 shares
    Change vs previous 13F +8,096 shares

    0.05% of the 13F portfolio, value $3,272,043.

    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 25,557 shares
    Change vs previous 13F +10,801 shares

    0.05% of the 13F portfolio, value $2,460,282.

    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 14,756 shares
    Change vs previous 13F +2,176 shares

    0.03% of the 13F portfolio, value $1,424,733.

    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 12,580 shares
    Change vs previous 13F +8,911 shares

    0.03% of the 13F portfolio, value $1,156,999.

    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 3,669 shares
    Change vs previous 13F -166 shares

    0.01% of the 13F portfolio, value $312,104.

    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 3,835 shares
    Change vs previous 13F +572 shares

    0.02% of the 13F portfolio, value $339,002.

    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 3,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $287,614.

    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).