Skip to content
Disclosery

Arkadios Wealth Advisors: SOXX position timeline

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

Arkadios Wealth Advisors held 3,288 SOXX 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 3,288 shares
    Change vs previous 13F +291 shares

    0.03% of the 13F portfolio, value $2,106,893.

    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 2,997 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $984,925.

    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 2,942 shares
    Change vs previous 13F +856 shares

    0.02% of the 13F portfolio, value $886,216.

    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 2,086 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $565,571.

    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 2,013 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $480,516.

    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 2,006 shares
    Change vs previous 13F +1,005 shares

    0.01% of the 13F portfolio, value $377,400.

    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 1,001 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $215,805.

    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 1,077 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,379.

    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).