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Arkadios Wealth Advisors: PTEN position timeline

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

Arkadios Wealth Advisors held 10,647 PTEN 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 10,647 shares
    Change vs previous 13F +334 shares

    <0.01% of the 13F portfolio, value $97,739.

    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 10,313 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $111,690.

    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 10,443 shares
    Change vs previous 13F +432 shares

    <0.01% of the 13F portfolio, value $63,805.

    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 10,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,857.

    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).