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Arkadios Wealth Advisors: SPHD position timeline

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

Arkadios Wealth Advisors held 29,452 SPHD 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 29,452 shares
    Change vs previous 13F -2,053 shares

    0.02% of the 13F portfolio, value $1,497,343.

    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 31,505 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $1,562,963.

    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 31,552 shares
    Change vs previous 13F +1,717 shares

    0.03% of the 13F portfolio, value $1,514,469.

    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 29,835 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $1,475,358.

    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 29,709 shares
    Change vs previous 13F -5,034 shares

    0.04% of the 13F portfolio, value $1,412,946.

    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 34,743 shares
    Change vs previous 13F +22,255 shares

    0.07% of the 13F portfolio, value $1,745,167.

    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 12,488 shares
    Change vs previous 13F -845 shares

    0.03% of the 13F portfolio, value $603,279.

    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 13,333 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $674,225.

    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).