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Arkadios Wealth Advisors: QUAL position timeline

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

Arkadios Wealth Advisors held 30,444 QUAL 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 30,444 shares
    Change vs previous 13F -3,503 shares

    0.1% of the 13F portfolio, value $6,680,255.

    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 33,947 shares
    Change vs previous 13F +17,470 shares

    0.11% of the 13F portfolio, value $6,511,272.

    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 16,477 shares
    Change vs previous 13F -3,740 shares

    0.06% of the 13F portfolio, value $3,272,558.

    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 20,217 shares
    Change vs previous 13F +5,223 shares

    0.1% of the 13F portfolio, value $3,932,158.

    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 14,994 shares
    Change vs previous 13F +843 shares

    0.08% of the 13F portfolio, value $2,741,192.

    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 14,151 shares
    Change vs previous 13F +5,990 shares

    0.09% of the 13F portfolio, value $2,418,273.

    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 8,161 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $1,453,224.

    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 8,175 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,465,750.

    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).