Skip to content
Disclosery

Arkadios Wealth Advisors: SYLD position timeline

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

Arkadios Wealth Advisors held 143,703 SYLD 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 143,703 shares
    Change vs previous 13F +7,116 shares

    0.17% of the 13F portfolio, value $11,365,038.

    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 136,587 shares
    Change vs previous 13F +4,988 shares

    0.17% of the 13F portfolio, value $10,300,015.

    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 131,599 shares
    Change vs previous 13F +9,446 shares

    0.18% of the 13F portfolio, value $9,148,748.

    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 122,153 shares
    Change vs previous 13F +9,253 shares

    0.21% of the 13F portfolio, value $8,387,040.

    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 112,900 shares
    Change vs previous 13F +24,806 shares

    0.22% of the 13F portfolio, value $7,341,887.

    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 88,094 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,620,397.

    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).