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Arkadios Wealth Advisors: SDY position timeline

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

Arkadios Wealth Advisors held 42,833 SDY 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 42,833 shares
    Change vs previous 13F -21 shares

    0.1% of the 13F portfolio, value $6,518,335.

    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 42,854 shares
    Change vs previous 13F -921 shares

    0.1% of the 13F portfolio, value $6,254,035.

    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 43,775 shares
    Change vs previous 13F +19,130 shares

    0.12% of the 13F portfolio, value $6,091,773.

    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 24,645 shares
    Change vs previous 13F -621 shares

    0.08% of the 13F portfolio, value $3,451,446.

    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 25,266 shares
    Change vs previous 13F +5,043 shares

    0.1% of the 13F portfolio, value $3,429,251.

    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 20,223 shares
    Change vs previous 13F +3,168 shares

    0.1% of the 13F portfolio, value $2,743,834.

    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 17,055 shares
    Change vs previous 13F -474 shares

    0.12% of the 13F portfolio, value $2,252,912.

    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 17,529 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,489,821.

    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).