Skip to content
Disclosery

Arkadios Wealth Advisors: PM position timeline

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

Arkadios Wealth Advisors held 59,489 PM 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 59,489 shares
    Change vs previous 13F -1,298 shares

    0.17% of the 13F portfolio, value $10,762,233.

    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 60,787 shares
    Change vs previous 13F +7,852 shares

    0.17% of the 13F portfolio, value $10,050,597.

    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 52,935 shares
    Change vs previous 13F +4,630 shares

    0.17% of the 13F portfolio, value $8,490,735.

    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 48,305 shares
    Change vs previous 13F +5,912 shares

    0.19% of the 13F portfolio, value $7,834,997.

    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 42,393 shares
    Change vs previous 13F +15,667 shares

    0.23% of the 13F portfolio, value $7,720,926.

    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 26,726 shares
    Change vs previous 13F +2,104 shares

    0.16% of the 13F portfolio, value $4,242,214.

    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 24,622 shares
    Change vs previous 13F -127 shares

    0.16% of the 13F portfolio, value $2,963,314.

    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 24,749 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,004,566.

    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).