Skip to content
Disclosery

Arkadios Wealth Advisors: SHOP position timeline

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

Arkadios Wealth Advisors held 13,028 SHOP 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 13,028 shares
    Change vs previous 13F -842 shares

    0.02% of the 13F portfolio, value $1,487,537.

    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 13,870 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $1,645,260.

    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 14,102 shares
    Change vs previous 13F -819 shares

    0.05% of the 13F portfolio, value $2,269,999.

    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 14,921 shares
    Change vs previous 13F +2,041 shares

    0.05% of the 13F portfolio, value $2,217,410.

    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 12,880 shares
    Change vs previous 13F +910 shares

    0.04% of the 13F portfolio, value $1,485,708.

    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 11,970 shares
    Change vs previous 13F -1,056 shares

    0.04% of the 13F portfolio, value $1,142,896.

    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 13,026 shares
    Change vs previous 13F -460 shares

    0.08% of the 13F portfolio, value $1,385,055.

    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 13,486 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,080,768.

    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).