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Arkadios Wealth Advisors: LVHI position timeline

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

Arkadios Wealth Advisors held 112,271 LVHI 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 112,271 shares
    Change vs previous 13F +60,092 shares

    0.07% of the 13F portfolio, value $4,556,538.

    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 52,179 shares
    Change vs previous 13F +22,187 shares

    0.03% of the 13F portfolio, value $2,115,307.

    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 29,992 shares
    Change vs previous 13F +2,242 shares

    0.02% of the 13F portfolio, value $1,104,316.

    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 27,750 shares
    Change vs previous 13F +14,957 shares

    0.02% of the 13F portfolio, value $964,332.

    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 12,793 shares
    Change vs previous 13F +1,302 shares

    0.01% of the 13F portfolio, value $416,428.

    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 11,491 shares
    Change vs previous 13F +1,416 shares

    0.01% of the 13F portfolio, value $371,956.

    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 10,075 shares
    Change vs previous 13F +407 shares

    0.02% of the 13F portfolio, value $307,489.

    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 9,668 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $300,481.

    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).