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Arkadios Wealth Advisors: SMH position timeline

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

Arkadios Wealth Advisors held 8,476 SMH 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 8,476 shares
    Change vs previous 13F +61 shares

    0.09% of the 13F portfolio, value $5,559,593.

    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 8,415 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $3,226,377.

    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 8,670 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $3,122,153.

    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 8,640 shares
    Change vs previous 13F -999 shares

    0.07% of the 13F portfolio, value $2,819,619.

    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 9,639 shares
    Change vs previous 13F +321 shares

    0.08% of the 13F portfolio, value $2,687,997.

    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 9,318 shares
    Change vs previous 13F +2,620 shares

    0.07% of the 13F portfolio, value $1,970,315.

    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 6,698 shares
    Change vs previous 13F +1,458 shares

    0.09% of the 13F portfolio, value $1,622,160.

    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 5,240 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,286,154.

    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).