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Arkadios Wealth Advisors: SPSM position timeline

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

Arkadios Wealth Advisors held 94,090 SPSM 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 94,090 shares
    Change vs previous 13F +1,437 shares

    0.08% of the 13F portfolio, value $5,426,192.

    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 92,653 shares
    Change vs previous 13F +67,497 shares

    0.07% of the 13F portfolio, value $4,476,973.

    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 25,156 shares
    Change vs previous 13F +4,134 shares

    0.02% of the 13F portfolio, value $1,178,837.

    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 21,022 shares
    Change vs previous 13F +3,146 shares

    0.02% of the 13F portfolio, value $973,774.

    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 17,876 shares
    Change vs previous 13F +787 shares

    0.02% of the 13F portfolio, value $761,489.

    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 17,089 shares
    Change vs previous 13F +3,443 shares

    0.03% of the 13F portfolio, value $696,538.

    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 13,646 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $612,978.

    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 13,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $620,984.

    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).