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Arkadios Wealth Advisors: MA position timeline

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

Arkadios Wealth Advisors held 17,897 MA 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 17,897 shares
    Change vs previous 13F -4,019 shares

    0.14% of the 13F portfolio, value $9,191,736.

    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 21,916 shares
    Change vs previous 13F +2,418 shares

    0.18% of the 13F portfolio, value $10,950,598.

    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 19,498 shares
    Change vs previous 13F +4,220 shares

    0.22% of the 13F portfolio, value $11,131,392.

    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 15,278 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $8,690,117.

    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 15,209 shares
    Change vs previous 13F +1,192 shares

    0.26% of the 13F portfolio, value $8,546,835.

    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 14,017 shares
    Change vs previous 13F +3,006 shares

    0.29% of the 13F portfolio, value $7,682,854.

    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 11,011 shares
    Change vs previous 13F -604 shares

    0.32% of the 13F portfolio, value $5,797,911.

    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 11,615 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,735,329.

    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).