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Arkadios Wealth Advisors: IXP position timeline

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

Arkadios Wealth Advisors held 2,044 IXP 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 2,044 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $230,716.

    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 1,917 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $220,242.

    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 1,882 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $228,194.

    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 1,901 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $234,937.

    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 1,914 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,975.

    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).