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
- period ended2026-06-3013F 10,306 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,789 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,876 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,251 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,547 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).