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Arkadios Wealth Advisors: O position timeline

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

Arkadios Wealth Advisors held 41,650 O 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 41,650 shares
    Change vs previous 13F -5,577 shares

    0.04% of the 13F portfolio, value $2,580,642.

    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 47,227 shares
    Change vs previous 13F +1,728 shares

    0.05% of the 13F portfolio, value $2,889,394.

    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 45,499 shares
    Change vs previous 13F -680 shares

    0.05% of the 13F portfolio, value $2,564,808.

    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 46,179 shares
    Change vs previous 13F +6,849 shares

    0.07% of the 13F portfolio, value $2,807,246.

    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 39,330 shares
    Change vs previous 13F -1,974 shares

    0.07% of the 13F portfolio, value $2,265,800.

    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 41,304 shares
    Change vs previous 13F +18,161 shares

    0.09% of the 13F portfolio, value $2,396,031.

    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 23,143 shares
    Change vs previous 13F +2,682 shares

    0.07% of the 13F portfolio, value $1,236,067.

    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 20,461 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,297,642.

    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).