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Arkadios Wealth Advisors: KFY position timeline

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

Arkadios Wealth Advisors held 30,025 KFY 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 30,025 shares
    Change vs previous 13F -2,904 shares

    0.03% of the 13F portfolio, value $1,999,056.

    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 32,929 shares
    Change vs previous 13F -3,521 shares

    0.03% of the 13F portfolio, value $2,072,873.

    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 36,450 shares
    Change vs previous 13F -1,629 shares

    0.05% of the 13F portfolio, value $2,406,382.

    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 38,079 shares
    Change vs previous 13F -4,109 shares

    0.07% of the 13F portfolio, value $2,664,743.

    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 42,188 shares
    Change vs previous 13F +39,038 shares

    0.09% of the 13F portfolio, value $3,093,638.

    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 3,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,665.

    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).