Arkadios Wealth Advisors: SSO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on SSO, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 4,078 SSO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,078 sharesChange vs previous 13F -500 shares
<0.01% of the 13F portfolio, value $274,776.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,578 sharesChange vs previous 13F +500 shares
<0.01% of the 13F portfolio, value $237,507.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,078 sharesChange vs previous 13F +2,039 shares
<0.01% of the 13F portfolio, value $236,198.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,039 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $228,633.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).