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Arkadios Wealth Advisors: TAP position timeline

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

Arkadios Wealth Advisors held 11,728 TAP 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 11,728 shares
    Change vs previous 13F -2,281 shares

    0.01% of the 13F portfolio, value $456,901.

    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 14,009 shares
    Change vs previous 13F +3,181 shares

    0.01% of the 13F portfolio, value $603,252.

    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 10,828 shares
    Change vs previous 13F +5,382 shares

    0.01% of the 13F portfolio, value $505,470.

    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 5,446 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $246,453.

    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 5,369 shares
    Change vs previous 13F -1,489 shares

    0.01% of the 13F portfolio, value $258,233.

    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 6,858 shares
    Change vs previous 13F -4,774 shares

    0.02% of the 13F portfolio, value $417,455.

    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 11,632 shares
    Change vs previous 13F +2,537 shares

    0.04% of the 13F portfolio, value $666,734.

    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 9,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $523,143.

    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).