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Arkadios Wealth Advisors: NEWT position timeline

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

Arkadios Wealth Advisors held 15,142 NEWT 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 15,142 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $224,254.

    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 16,201 shares
    Change vs previous 13F -626 shares

    <0.01% of the 13F portfolio, value $177,404.

    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 16,827 shares
    Change vs previous 13F -1,545 shares

    <0.01% of the 13F portfolio, value $190,987.

    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 18,372 shares
    Change vs previous 13F -2,463 shares

    0.01% of the 13F portfolio, value $210,357.

    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 20,835 shares
    Change vs previous 13F -22,726 shares

    0.01% of the 13F portfolio, value $235,016.

    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 43,561 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $520,995.

    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 43,301 shares
    Change vs previous 13F +678 shares

    0.03% of the 13F portfolio, value $552,955.

    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 42,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $531,088.

    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).