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Arkadios Wealth Advisors: SHW position timeline

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

Arkadios Wealth Advisors held 3,034 SHW 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 3,034 shares
    Change vs previous 13F -527 shares

    0.02% of the 13F portfolio, value $1,044,484.

    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 3,561 shares
    Change vs previous 13F -737 shares

    0.02% of the 13F portfolio, value $1,141,656.

    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 4,298 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $1,392,858.

    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 4,324 shares
    Change vs previous 13F +374 shares

    0.04% of the 13F portfolio, value $1,497,093.

    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 3,950 shares
    Change vs previous 13F +928 shares

    0.04% of the 13F portfolio, value $1,356,308.

    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 3,022 shares
    Change vs previous 13F +988 shares

    0.04% of the 13F portfolio, value $1,055,164.

    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 2,034 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $691,512.

    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 2,018 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $770,194.

    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).