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Arkadios Wealth Advisors: PFF position timeline

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

Arkadios Wealth Advisors held 122,168 PFF 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 122,168 shares
    Change vs previous 13F +11,324 shares

    0.06% of the 13F portfolio, value $3,724,894.

    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 110,844 shares
    Change vs previous 13F +24,348 shares

    0.06% of the 13F portfolio, value $3,360,765.

    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 86,496 shares
    Change vs previous 13F +10,253 shares

    0.05% of the 13F portfolio, value $2,677,921.

    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 76,243 shares
    Change vs previous 13F -3,032 shares

    0.06% of the 13F portfolio, value $2,410,801.

    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 79,275 shares
    Change vs previous 13F +5,473 shares

    0.07% of the 13F portfolio, value $2,432,152.

    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 73,802 shares
    Change vs previous 13F -3,869 shares

    0.09% of the 13F portfolio, value $2,267,922.

    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 77,671 shares
    Change vs previous 13F -16,384 shares

    0.13% of the 13F portfolio, value $2,441,981.

    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 94,055 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,125,450.

    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).