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Arkadios Wealth Advisors: SPMO position timeline

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

Arkadios Wealth Advisors held 53,314 SPMO 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 53,314 shares
    Change vs previous 13F +20,512 shares

    0.13% of the 13F portfolio, value $8,612,246.

    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 32,802 shares
    Change vs previous 13F +9,978 shares

    0.06% of the 13F portfolio, value $3,677,414.

    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 22,824 shares
    Change vs previous 13F +1,417 shares

    0.05% of the 13F portfolio, value $2,723,409.

    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 21,407 shares
    Change vs previous 13F +5,725 shares

    0.06% of the 13F portfolio, value $2,591,597.

    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 15,682 shares
    Change vs previous 13F +1,743 shares

    0.05% of the 13F portfolio, value $1,763,810.

    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 13,939 shares
    Change vs previous 13F +2,798 shares

    0.05% of the 13F portfolio, value $1,289,778.

    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 11,141 shares
    Change vs previous 13F +766 shares

    0.06% of the 13F portfolio, value $1,058,501.

    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 10,375 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $940,390.

    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).