Arkadios Wealth Advisors: JHMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on JHMM, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 58,738 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 58,738 sharesChange vs previous 13F -1,175 shares
0.07% of the 13F portfolio, value $4,402,994.
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 59,913 sharesChange vs previous 13F +8,402 shares
0.07% of the 13F portfolio, value $4,021,314.
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 51,511 sharesChange vs previous 13F +1,862 shares
0.07% of the 13F portfolio, value $3,372,920.
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 49,649 sharesChange vs previous 13F +863 shares
0.08% of the 13F portfolio, value $3,211,737.
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 48,786 sharesChange vs previous 13F +1,971 shares
0.09% of the 13F portfolio, value $2,982,251.
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 46,815 sharesChange vs previous 13F +11,572 shares
0.1% of the 13F portfolio, value $2,682,495.
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 35,243 sharesChange vs previous 13F +174 shares
0.11% of the 13F portfolio, value $2,105,049.
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 35,069 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $2,111,131.
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).