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Disclosery

Arkadios Wealth Advisors: SU position timeline

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

Arkadios Wealth Advisors held 18,670 SU 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 18,670 shares
    Change vs previous 13F -1,514 shares

    0.02% of the 13F portfolio, value $1,002,231.

    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 20,184 shares
    Change vs previous 13F +1,501 shares

    0.02% of the 13F portfolio, value $1,334,369.

    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 18,683 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $828,779.

    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 18,690 shares
    Change vs previous 13F -268 shares

    0.02% of the 13F portfolio, value $781,443.

    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 18,958 shares
    Change vs previous 13F -6,789 shares

    0.02% of the 13F portfolio, value $709,977.

    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 25,747 shares
    Change vs previous 13F +6,668 shares

    0.04% of the 13F portfolio, value $996,926.

    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 19,079 shares
    Change vs previous 13F +487 shares

    0.04% of the 13F portfolio, value $680,739.

    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 18,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $686,417.

    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).