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Arkadios Wealth Advisors: PDBC position timeline

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

Arkadios Wealth Advisors held 806,910 PDBC 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 806,910 shares
    Change vs previous 13F +27,759 shares

    0.2% of the 13F portfolio, value $12,813,730.

    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 779,151 shares
    Change vs previous 13F +150,499 shares

    0.22% of the 13F portfolio, value $13,494,892.

    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 628,652 shares
    Change vs previous 13F +47,636 shares

    0.17% of the 13F portfolio, value $8,329,634.

    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 581,016 shares
    Change vs previous 13F +56,735 shares

    0.19% of the 13F portfolio, value $7,803,040.

    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 524,281 shares
    Change vs previous 13F +52,618 shares

    0.21% of the 13F portfolio, value $6,836,619.

    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 471,663 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,428,768.

    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).