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Arkadios Wealth Advisors: SPYM position timeline

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

Arkadios Wealth Advisors held 323,804 SPYM 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 323,804 shares
    Change vs previous 13F +51,975 shares

    0.44% of the 13F portfolio, value $28,455,903.

    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 271,829 shares
    Change vs previous 13F +80,114 shares

    0.34% of the 13F portfolio, value $20,805,790.

    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 191,715 shares
    Change vs previous 13F +154,997 shares

    0.31% of the 13F portfolio, value $15,379,321.

    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 36,718 shares
    Change vs previous 13F -156 shares

    0.07% of the 13F portfolio, value $2,876,560.

    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 36,874 shares
    Change vs previous 13F +181 shares

    0.08% of the 13F portfolio, value $2,680,402.

    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 36,693 shares
    Change vs previous 13F +1,717 shares

    0.09% of the 13F portfolio, value $2,412,929.

    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 34,976 shares
    Change vs previous 13F -561 shares

    0.13% of the 13F portfolio, value $2,411,242.

    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 35,537 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,399,089.

    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).