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Arkadios Wealth Advisors: PSEC position timeline

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

Arkadios Wealth Advisors held 78,425 PSEC 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 78,425 shares
    Change vs previous 13F +42,291 shares

    <0.01% of the 13F portfolio, value $181,161.

    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 36,134 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $94,310.

    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 36,134 shares
    Change vs previous 13F -2,200 shares

    <0.01% of the 13F portfolio, value $93,587.

    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 38,334 shares
    Change vs previous 13F -5,884 shares

    <0.01% of the 13F portfolio, value $105,419.

    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 44,218 shares
    Change vs previous 13F +6,883 shares

    <0.01% of the 13F portfolio, value $140,613.

    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 37,335 shares
    Change vs previous 13F +25,434 shares

    0.01% of the 13F portfolio, value $153,074.

    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 11,901 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $51,293.

    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 11,901 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,670.

    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).