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Arkadios Wealth Advisors: OEI position timeline

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

Arkadios Wealth Advisors held 1,685,274 OEI 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 1,685,274 shares
    Change vs previous 13F +261,838 shares

    0.67% of the 13F portfolio, value $43,285,747.

    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 1,423,436 shares
    Change vs previous 13F +252,413 shares

    0.58% of the 13F portfolio, value $34,904,782.

    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 1,171,023 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $29,975,734.

    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).