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Arkadios Wealth Advisors: ORI position timeline

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

Arkadios Wealth Advisors held 71,041 ORI 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 71,041 shares
    Change vs previous 13F +16,222 shares

    0.04% of the 13F portfolio, value $2,907,014.

    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 54,819 shares
    Change vs previous 13F +16,526 shares

    0.04% of the 13F portfolio, value $2,187,285.

    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 38,293 shares
    Change vs previous 13F +1,172 shares

    0.03% of the 13F portfolio, value $1,747,684.

    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 37,121 shares
    Change vs previous 13F +3,833 shares

    0.04% of the 13F portfolio, value $1,576,519.

    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 33,288 shares
    Change vs previous 13F +22,888 shares

    0.04% of the 13F portfolio, value $1,279,604.

    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 10,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $407,882.

    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).