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Arkadios Wealth Advisors: MSIF position timeline

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

Arkadios Wealth Advisors held 95,647 MSIF 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 95,647 shares
    Change vs previous 13F -798 shares

    0.02% of the 13F portfolio, value $1,106,644.

    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 96,445 shares
    Change vs previous 13F +5,249 shares

    0.02% of the 13F portfolio, value $1,174,698.

    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 91,196 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,198,314.

    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).