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Arkadios Wealth Advisors: IWS position timeline

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

Arkadios Wealth Advisors held 13,343 IWS 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 13,343 shares
    Change vs previous 13F -1,270 shares

    0.03% of the 13F portfolio, value $2,196,258.

    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 14,613 shares
    Change vs previous 13F +939 shares

    0.04% of the 13F portfolio, value $2,129,738.

    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 13,674 shares
    Change vs previous 13F +5,570 shares

    0.04% of the 13F portfolio, value $1,928,734.

    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 8,104 shares
    Change vs previous 13F +2,293 shares

    0.03% of the 13F portfolio, value $1,131,797.

    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 5,811 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $767,823.

    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 6,240 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $786,022.

    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 6,312 shares
    Change vs previous 13F +236 shares

    0.04% of the 13F portfolio, value $816,416.

    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 6,076 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $803,525.

    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).