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Arkadios Wealth Advisors: PPA position timeline

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

Arkadios Wealth Advisors held 11,343 PPA 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 11,343 shares
    Change vs previous 13F -233 shares

    0.03% of the 13F portfolio, value $2,003,593.

    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 11,576 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $1,918,143.

    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 11,189 shares
    Change vs previous 13F +126 shares

    0.03% of the 13F portfolio, value $1,752,422.

    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 11,063 shares
    Change vs previous 13F +754 shares

    0.04% of the 13F portfolio, value $1,719,634.

    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 10,309 shares
    Change vs previous 13F +2,219 shares

    0.04% of the 13F portfolio, value $1,460,631.

    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 8,090 shares
    Change vs previous 13F -346 shares

    0.04% of the 13F portfolio, value $942,883.

    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 8,436 shares
    Change vs previous 13F +1,098 shares

    0.05% of the 13F portfolio, value $967,887.

    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 7,338 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $843,700.

    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).