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Arkadios Wealth Advisors: SYFI position timeline

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

Arkadios Wealth Advisors held 73,641 SYFI 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 73,641 shares
    Change vs previous 13F -1,226,301 shares

    0.04% of the 13F portfolio, value $2,630,077.

    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 1,299,942 shares
    Change vs previous 13F +1,227,733 shares

    0.76% of the 13F portfolio, value $46,173,934.

    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 72,209 shares
    Change vs previous 13F +2,117 shares

    0.05% of the 13F portfolio, value $2,594,474.

    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 70,092 shares
    Change vs previous 13F -5,672 shares

    0.06% of the 13F portfolio, value $2,532,411.

    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 75,764 shares
    Change vs previous 13F -17,610 shares

    0.08% of the 13F portfolio, value $2,723,938.

    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 93,374 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,318,515.

    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).