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Arkadios Wealth Advisors: SPLV position timeline

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

Arkadios Wealth Advisors held 77,631 SPLV 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 77,631 shares
    Change vs previous 13F +37,379 shares

    0.09% of the 13F portfolio, value $5,814,536.

    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 40,252 shares
    Change vs previous 13F -568 shares

    0.05% of the 13F portfolio, value $2,943,982.

    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 40,820 shares
    Change vs previous 13F -2,303 shares

    0.06% of the 13F portfolio, value $2,915,346.

    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 43,123 shares
    Change vs previous 13F -1,737 shares

    0.08% of the 13F portfolio, value $3,168,714.

    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 44,860 shares
    Change vs previous 13F -397 shares

    0.1% of the 13F portfolio, value $3,266,688.

    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 45,257 shares
    Change vs previous 13F +29,895 shares

    0.13% of the 13F portfolio, value $3,381,578.

    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 15,362 shares
    Change vs previous 13F +4,096 shares

    0.06% of the 13F portfolio, value $1,075,370.

    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 11,266 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $808,119.

    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).