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Arkadios Wealth Advisors: OMFL position timeline

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

Arkadios Wealth Advisors held 768,374 OMFL 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 768,374 shares
    Change vs previous 13F +71,292 shares

    0.81% of the 13F portfolio, value $52,664,343.

    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 697,082 shares
    Change vs previous 13F +64,911 shares

    0.69% of the 13F portfolio, value $41,908,613.

    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 632,171 shares
    Change vs previous 13F -76,173 shares

    0.77% of the 13F portfolio, value $38,644,587.

    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 708,344 shares
    Change vs previous 13F +36,349 shares

    1.05% of the 13F portfolio, value $42,684,776.

    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 671,995 shares
    Change vs previous 13F +5,729 shares

    1.17% of the 13F portfolio, value $38,827,840.

    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 666,266 shares
    Change vs previous 13F +19,559 shares

    1.35% of the 13F portfolio, value $35,518,655.

    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 646,707 shares
    Change vs previous 13F +38,608 shares

    1.91% of the 13F portfolio, value $35,070,938.

    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 608,099 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $32,223,178.

    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).