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Arkadios Wealth Advisors: PSEP position timeline

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

Arkadios Wealth Advisors held 10,296 PSEP 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 10,296 shares
    Change vs previous 13F -1,990 shares

    0.01% of the 13F portfolio, value $474,131.

    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 12,286 shares
    Change vs previous 13F -21,192 shares

    0.01% of the 13F portfolio, value $529,035.

    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 33,478 shares
    Change vs previous 13F +1,276 shares

    0.03% of the 13F portfolio, value $1,463,605.

    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 32,202 shares
    Change vs previous 13F +18,901 shares

    0.03% of the 13F portfolio, value $1,383,076.

    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 13,301 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $543,878.

    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).