Arkadios Wealth Advisors: MFSV position timeline

Arkadios Wealth Advisors held 1,013,458 MFSV 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 1,013,458 shares

   Change vs previous 13F +157,481 shares

   0.44% of the 13F portfolio, value $28,954,499.

   13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 855,977 shares

   Change vs previous 13F +152,166 shares

   0.38% of the 13F portfolio, value $22,880,260.

   13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 703,811 shares

   Change vs previous 13F +155,537 shares

   0.37% of the 13F portfolio, value $18,679,135.

   13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 548,274 shares

   Change vs previous 13F +537,724 shares

   0.35% of the 13F portfolio, value $14,333,966.

   13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,550 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $266,768.

   13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).