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Arkadios Wealth Advisors: SSNC position timeline

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

Arkadios Wealth Advisors held 29,404 SSNC 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 29,404 shares
    Change vs previous 13F +3,426 shares

    0.03% of the 13F portfolio, value $1,824,500.

    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 25,978 shares
    Change vs previous 13F +11,548 shares

    0.03% of the 13F portfolio, value $1,755,319.

    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 14,430 shares
    Change vs previous 13F +361 shares

    0.03% of the 13F portfolio, value $1,261,474.

    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 14,069 shares
    Change vs previous 13F +1,088 shares

    0.03% of the 13F portfolio, value $1,248,766.

    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 12,981 shares
    Change vs previous 13F +9,370 shares

    0.03% of the 13F portfolio, value $1,074,811.

    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 3,611 shares
    Change vs previous 13F +768 shares

    0.01% of the 13F portfolio, value $301,661.

    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 2,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,474.

    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).