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Arkadios Wealth Advisors: MBB position timeline

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

Arkadios Wealth Advisors held 29,845 MBB 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 29,845 shares
    Change vs previous 13F -784 shares

    0.04% of the 13F portfolio, value $2,820,992.

    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 30,629 shares
    Change vs previous 13F -1,058 shares

    0.05% of the 13F portfolio, value $2,908,194.

    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 31,687 shares
    Change vs previous 13F +2,680 shares

    0.06% of the 13F portfolio, value $3,017,211.

    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 29,007 shares
    Change vs previous 13F +5,999 shares

    0.07% of the 13F portfolio, value $2,759,953.

    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 23,008 shares
    Change vs previous 13F -1,818 shares

    0.06% of the 13F portfolio, value $2,160,193.

    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 24,826 shares
    Change vs previous 13F +1,365 shares

    0.09% of the 13F portfolio, value $2,328,239.

    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 23,461 shares
    Change vs previous 13F -969 shares

    0.12% of the 13F portfolio, value $2,150,912.

    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 24,430 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,340,605.

    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).