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Arkadios Wealth Advisors: OEF position timeline

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

Arkadios Wealth Advisors held 11,629 OEF 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 11,629 shares
    Change vs previous 13F +521 shares

    0.07% of the 13F portfolio, value $4,254,691.

    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 11,108 shares
    Change vs previous 13F +4,069 shares

    0.06% of the 13F portfolio, value $3,533,116.

    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 7,039 shares
    Change vs previous 13F +463 shares

    0.05% of the 13F portfolio, value $2,414,096.

    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 6,576 shares
    Change vs previous 13F +2,211 shares

    0.05% of the 13F portfolio, value $2,188,836.

    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 4,365 shares
    Change vs previous 13F +1,615 shares

    0.04% of the 13F portfolio, value $1,328,650.

    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 2,750 shares
    Change vs previous 13F +959 shares

    0.03% of the 13F portfolio, value $744,697.

    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 1,791 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $517,412.

    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 1,802 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $498,588.

    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).