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Arkadios Wealth Advisors: PBTP position timeline

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

Arkadios Wealth Advisors held 23,121 PBTP 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 23,121 shares
    Change vs previous 13F -1,170 shares

    0.01% of the 13F portfolio, value $593,174.

    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 24,291 shares
    Change vs previous 13F +1,850 shares

    0.01% of the 13F portfolio, value $635,185.

    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 22,441 shares
    Change vs previous 13F +868 shares

    0.01% of the 13F portfolio, value $581,557.

    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 21,573 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $563,800.

    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 21,398 shares
    Change vs previous 13F +4,093 shares

    0.02% of the 13F portfolio, value $555,379.

    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 17,305 shares
    Change vs previous 13F -2,002 shares

    0.02% of the 13F portfolio, value $449,268.

    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 19,307 shares
    Change vs previous 13F +981 shares

    0.03% of the 13F portfolio, value $490,401.

    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 18,326 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $467,801.

    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).