Arkadios Wealth Advisors: J position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on J, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 4,108 J shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,108 sharesChange vs previous 13F -47 shares
0.01% of the 13F portfolio, value $517,592.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,155 sharesChange vs previous 13F -4,682 shares
0.01% of the 13F portfolio, value $528,892.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,837 sharesChange vs previous 13F -178 shares
0.02% of the 13F portfolio, value $1,170,632.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,015 sharesChange vs previous 13F +195 shares
0.03% of the 13F portfolio, value $1,350,890.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,820 sharesChange vs previous 13F +186 shares
0.03% of the 13F portfolio, value $1,159,487.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,634 sharesChange vs previous 13F +4,490 shares
0.04% of the 13F portfolio, value $1,043,765.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,144 sharesChange vs previous 13F -151 shares
0.03% of the 13F portfolio, value $553,712.
13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,295 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $562,230.
13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).