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Arkadios Wealth Advisors: PPTY position timeline

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

Arkadios Wealth Advisors held 19,743 PPTY 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 19,743 shares
    Change vs previous 13F +793 shares

    0.01% of the 13F portfolio, value $676,462.

    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 18,950 shares
    Change vs previous 13F +1,406 shares

    0.01% of the 13F portfolio, value $570,607.

    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 17,544 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $528,216.

    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 17,601 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $545,501.

    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 17,718 shares
    Change vs previous 13F +1,367 shares

    0.02% of the 13F portfolio, value $538,843.

    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 16,351 shares
    Change vs previous 13F +978 shares

    0.02% of the 13F portfolio, value $516,186.

    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 15,373 shares
    Change vs previous 13F +1,325 shares

    0.03% of the 13F portfolio, value $494,235.

    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 14,048 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $482,516.

    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).