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Arkadios Wealth Advisors: PBR position timeline

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

Arkadios Wealth Advisors held 25,572 PBR 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 25,572 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $413,244.

    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 25,521 shares
    Change vs previous 13F -1,058 shares

    0.01% of the 13F portfolio, value $529,569.

    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 26,579 shares
    Change vs previous 13F +1,580 shares

    0.01% of the 13F portfolio, value $314,964.

    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 24,999 shares
    Change vs previous 13F +8,288 shares

    0.01% of the 13F portfolio, value $316,487.

    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 16,711 shares
    Change vs previous 13F +5,290 shares

    0.01% of the 13F portfolio, value $209,052.

    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 11,421 shares
    Change vs previous 13F -4,518 shares

    0.01% of the 13F portfolio, value $163,772.

    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 15,939 shares
    Change vs previous 13F -6,685 shares

    0.01% of the 13F portfolio, value $204,969.

    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 22,624 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $326,010.

    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).