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Arkadios Wealth Advisors: PWV position timeline

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

Arkadios Wealth Advisors held 461,900 PWV 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 461,900 shares
    Change vs previous 13F +74,900 shares

    0.54% of the 13F portfolio, value $34,998,165.

    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 387,000 shares
    Change vs previous 13F +226,423 shares

    0.45% of the 13F portfolio, value $26,977,781.

    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 160,577 shares
    Change vs previous 13F +54,052 shares

    0.21% of the 13F portfolio, value $10,681,605.

    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 106,525 shares
    Change vs previous 13F +6,351 shares

    0.17% of the 13F portfolio, value $6,946,511.

    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 100,174 shares
    Change vs previous 13F -12,328 shares

    0.19% of the 13F portfolio, value $6,224,803.

    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 112,502 shares
    Change vs previous 13F -5,181 shares

    0.25% of the 13F portfolio, value $6,694,979.

    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 117,683 shares
    Change vs previous 13F -3,867 shares

    0.37% of the 13F portfolio, value $6,693,335.

    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 121,550 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,088,950.

    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).