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Arkadios Wealth Advisors: IYJ position timeline

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

Arkadios Wealth Advisors held 7,675 IYJ 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 7,675 shares
    Change vs previous 13F +1,552 shares

    0.02% of the 13F portfolio, value $1,279,132.

    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 6,123 shares
    Change vs previous 13F +305 shares

    0.01% of the 13F portfolio, value $903,295.

    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 5,818 shares
    Change vs previous 13F +1,094 shares

    0.02% of the 13F portfolio, value $862,178.

    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 4,724 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $689,084.

    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 4,525 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $643,934.

    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 4,884 shares
    Change vs previous 13F +1,682 shares

    0.02% of the 13F portfolio, value $635,849.

    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 3,202 shares
    Change vs previous 13F +329 shares

    0.02% of the 13F portfolio, value $427,511.

    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 2,873 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $384,055.

    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).