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Arkadios Wealth Advisors: SGOV position timeline

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

Arkadios Wealth Advisors held 106,301 SGOV 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 106,301 shares
    Change vs previous 13F +512 shares

    0.16% of the 13F portfolio, value $10,701,299.

    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 105,789 shares
    Change vs previous 13F +1,084 shares

    0.18% of the 13F portfolio, value $10,648,723.

    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 104,705 shares
    Change vs previous 13F -23,307 shares

    0.21% of the 13F portfolio, value $10,510,345.

    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 128,012 shares
    Change vs previous 13F +114,313 shares

    0.32% of the 13F portfolio, value $12,890,733.

    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 13,699 shares
    Change vs previous 13F +9,883 shares

    0.04% of the 13F portfolio, value $1,379,370.

    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 3,816 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $384,178.

    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 3,768 shares
    Change vs previous 13F -3,837 shares

    0.02% of the 13F portfolio, value $378,036.

    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 7,605 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $766,010.

    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).