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Arkadios Wealth Advisors: QS position timeline

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

Arkadios Wealth Advisors held 17,872 QS 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 17,872 shares
    Change vs previous 13F +2,288 shares

    <0.01% of the 13F portfolio, value $135,113.

    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 15,584 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $99,426.

    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 15,084 shares
    Change vs previous 13F +1,689 shares

    <0.01% of the 13F portfolio, value $157,175.

    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 13,395 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $165,026.

    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 12,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,152.

    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).