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Arkadios Wealth Advisors: OTEX position timeline

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

Arkadios Wealth Advisors held 134,544 OTEX 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 134,544 shares
    Change vs previous 13F +33,285 shares

    0.05% of the 13F portfolio, value $2,980,153.

    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 101,259 shares
    Change vs previous 13F +16,188 shares

    0.04% of the 13F portfolio, value $2,252,002.

    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 85,071 shares
    Change vs previous 13F +1,879 shares

    0.05% of the 13F portfolio, value $2,771,598.

    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 83,192 shares
    Change vs previous 13F +71,249 shares

    0.08% of the 13F portfolio, value $3,109,724.

    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 11,943 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $348,731.

    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 11,831 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $298,851.

    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).