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Arkadios Wealth Advisors: LZ position timeline

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

Arkadios Wealth Advisors held 61,894 LZ 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 61,894 shares
    Change vs previous 13F -12,925 shares

    0.01% of the 13F portfolio, value $379,410.

    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 74,819 shares
    Change vs previous 13F +3,953 shares

    0.01% of the 13F portfolio, value $424,224.

    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 70,866 shares
    Change vs previous 13F -5,479 shares

    0.01% of the 13F portfolio, value $703,699.

    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 76,345 shares
    Change vs previous 13F +3,345 shares

    0.02% of the 13F portfolio, value $792,461.

    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 73,000 shares
    Change vs previous 13F +2,924 shares

    0.02% of the 13F portfolio, value $650,430.

    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 70,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $603,354.

    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).