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Arkadios Wealth Advisors: PDM position timeline

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

Arkadios Wealth Advisors held 13,193 PDM 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 13,193 shares
    Change vs previous 13F +815 shares

    <0.01% of the 13F portfolio, value $120,716.

    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 12,378 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $81,324.

    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 12,570 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $104,834.

    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 12,719 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $114,471.

    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 13,008 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $94,829.

    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 13,002 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $95,825.

    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 11,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $105,243.

    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).