Skip to content

Arkadios Wealth Advisors: JHML position timeline

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

Arkadios Wealth Advisors held 10,306 JHML 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 10,306 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $919,028.

    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 10,465 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $819,083.

    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 10,222 shares
    Change vs previous 13F -567 shares

    0.02% of the 13F portfolio, value $816,224.

    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 10,789 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $845,541.

    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 10,876 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $797,794.

    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 11,251 shares
    Change vs previous 13F -1,539 shares

    0.03% of the 13F portfolio, value $758,559.

    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 12,790 shares
    Change vs previous 13F -1,757 shares

    0.05% of the 13F portfolio, value $890,794.

    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 14,547 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,010,173.

    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).