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Arkadios Wealth Advisors: QQQ position timeline

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

Arkadios Wealth Advisors held 85,817 QQQ 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 85,817 shares
    Change vs previous 13F -2,555 shares

    0.97% of the 13F portfolio, value $63,195,406.

    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 88,372 shares
    Change vs previous 13F +8,414 shares

    0.84% of the 13F portfolio, value $51,006,641.

    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 79,958 shares
    Change vs previous 13F +6,395 shares

    0.97% of the 13F portfolio, value $49,119,404.

    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 73,563 shares
    Change vs previous 13F +3,294 shares

    1.08% of the 13F portfolio, value $44,164,798.

    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 70,269 shares
    Change vs previous 13F +8,821 shares

    1.16% of the 13F portfolio, value $38,763,550.

    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 61,448 shares
    Change vs previous 13F +12,393 shares

    1.09% of the 13F portfolio, value $28,814,063.

    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 49,055 shares
    Change vs previous 13F +3 shares

    1.37% of the 13F portfolio, value $25,078,385.

    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 49,052 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $23,940,665.

    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).