Skip to content
Disclosery

Arkadios Wealth Advisors: SPY position timeline

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

Arkadios Wealth Advisors held 95,475 SPY 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 95,475 shares
    Change vs previous 13F +12,558 shares

    1.1% of the 13F portfolio, value $71,297,223.

    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 82,917 shares
    Change vs previous 13F +5,182 shares

    0.89% of the 13F portfolio, value $53,924,000.

    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 77,735 shares
    Change vs previous 13F +19,989 shares

    1.05% of the 13F portfolio, value $53,009,257.

    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 57,746 shares
    Change vs previous 13F +2,657 shares

    0.94% of the 13F portfolio, value $38,469,221.

    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 55,089 shares
    Change vs previous 13F +22,080 shares

    1.02% of the 13F portfolio, value $34,036,805.

    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 33,009 shares
    Change vs previous 13F +13,839 shares

    0.7% of the 13F portfolio, value $18,464,537.

    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 19,170 shares
    Change vs previous 13F -519 shares

    0.61% of the 13F portfolio, value $11,235,129.

    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 19,689 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $11,297,026.

    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).