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Arkadios Wealth Advisors: MUB position timeline

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

Arkadios Wealth Advisors held 37,096 MUB 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 37,096 shares
    Change vs previous 13F +1,189 shares

    0.06% of the 13F portfolio, value $3,992,231.

    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 35,907 shares
    Change vs previous 13F +6,916 shares

    0.06% of the 13F portfolio, value $3,811,567.

    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 28,991 shares
    Change vs previous 13F +1,939 shares

    0.06% of the 13F portfolio, value $3,105,201.

    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 27,052 shares
    Change vs previous 13F +11,367 shares

    0.07% of the 13F portfolio, value $2,880,780.

    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 15,685 shares
    Change vs previous 13F -2,740 shares

    0.05% of the 13F portfolio, value $1,638,812.

    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 18,425 shares
    Change vs previous 13F +3,122 shares

    0.07% of the 13F portfolio, value $1,942,688.

    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 15,303 shares
    Change vs previous 13F +2,716 shares

    0.09% of the 13F portfolio, value $1,630,527.

    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 12,587 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,367,333.

    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).