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Arkadios Wealth Advisors: LMBS position timeline

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

Arkadios Wealth Advisors held 16,315 LMBS 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 16,315 shares
    Change vs previous 13F -3,055 shares

    0.01% of the 13F portfolio, value $812,125.

    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 19,370 shares
    Change vs previous 13F +3,204 shares

    0.02% of the 13F portfolio, value $964,787.

    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 16,166 shares
    Change vs previous 13F -1,155 shares

    0.02% of the 13F portfolio, value $808,137.

    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 17,321 shares
    Change vs previous 13F +3,328 shares

    0.02% of the 13F portfolio, value $862,372.

    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 13,993 shares
    Change vs previous 13F +3,171 shares

    0.02% of the 13F portfolio, value $689,288.

    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 10,822 shares
    Change vs previous 13F +737 shares

    0.02% of the 13F portfolio, value $532,026.

    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 10,085 shares
    Change vs previous 13F -1,849 shares

    0.03% of the 13F portfolio, value $490,845.

    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 11,934 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $589,679.

    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).