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Arkadios Wealth Advisors: PRF position timeline

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

Arkadios Wealth Advisors held 152,694 PRF 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 152,694 shares
    Change vs previous 13F -4,099 shares

    0.13% of the 13F portfolio, value $8,250,035.

    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 156,793 shares
    Change vs previous 13F +123,647 shares

    0.12% of the 13F portfolio, value $7,452,365.

    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 33,146 shares
    Change vs previous 13F -1,042 shares

    0.03% of the 13F portfolio, value $1,555,200.

    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 34,188 shares
    Change vs previous 13F +1,675 shares

    0.04% of the 13F portfolio, value $1,545,624.

    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 32,513 shares
    Change vs previous 13F -4,865 shares

    0.04% of the 13F portfolio, value $1,374,325.

    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 37,378 shares
    Change vs previous 13F -3,827 shares

    0.06% of the 13F portfolio, value $1,510,437.

    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 41,205 shares
    Change vs previous 13F -2,815 shares

    0.09% of the 13F portfolio, value $1,662,205.

    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 44,020 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,788,548.

    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).