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Arkadios Wealth Advisors: OBDC position timeline

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

Arkadios Wealth Advisors held 479,388 OBDC 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 479,388 shares
    Change vs previous 13F -17,252 shares

    0.08% of the 13F portfolio, value $5,210,942.

    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 496,640 shares
    Change vs previous 13F +19,969 shares

    0.09% of the 13F portfolio, value $5,492,845.

    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 476,671 shares
    Change vs previous 13F +87,426 shares

    0.12% of the 13F portfolio, value $5,925,010.

    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 389,245 shares
    Change vs previous 13F +230,295 shares

    0.12% of the 13F portfolio, value $4,970,658.

    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 158,950 shares
    Change vs previous 13F +7,736 shares

    0.07% of the 13F portfolio, value $2,279,350.

    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 151,214 shares
    Change vs previous 13F +101,019 shares

    0.08% of the 13F portfolio, value $2,216,800.

    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 50,195 shares
    Change vs previous 13F +22,440 shares

    0.04% of the 13F portfolio, value $758,951.

    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 27,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $404,390.

    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).