Skip to content
Disclosery

Arkadios Wealth Advisors: SWK position timeline

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

Arkadios Wealth Advisors held 32,457 SWK 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 32,457 shares
    Change vs previous 13F +1,401 shares

    0.05% of the 13F portfolio, value $3,054,824.

    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 31,056 shares
    Change vs previous 13F +6,660 shares

    0.04% of the 13F portfolio, value $2,206,842.

    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 24,396 shares
    Change vs previous 13F -1,882 shares

    0.04% of the 13F portfolio, value $1,812,168.

    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 26,278 shares
    Change vs previous 13F +5,930 shares

    0.05% of the 13F portfolio, value $1,953,298.

    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 20,348 shares
    Change vs previous 13F +12,601 shares

    0.04% of the 13F portfolio, value $1,378,544.

    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 7,747 shares
    Change vs previous 13F +2,432 shares

    0.02% of the 13F portfolio, value $595,598.

    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 5,315 shares
    Change vs previous 13F +1,107 shares

    0.02% of the 13F portfolio, value $426,714.

    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 4,208 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $463,405.

    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).