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Arkadios Wealth Advisors: OWL position timeline

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

Arkadios Wealth Advisors held 22,346 OWL 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 22,346 shares
    Change vs previous 13F +5,953 shares

    <0.01% of the 13F portfolio, value $195,524.

    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 16,393 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,668.

    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).