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Arkadios Wealth Advisors: TCPC position timeline

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

Arkadios Wealth Advisors held 40,872 TCPC 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 40,872 shares
    Change vs previous 13F -13,075 shares

    <0.01% of the 13F portfolio, value $137,330.

    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 53,947 shares
    Change vs previous 13F -4,752 shares

    <0.01% of the 13F portfolio, value $194,748.

    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 58,699 shares
    Change vs previous 13F -7,232 shares

    0.01% of the 13F portfolio, value $321,081.

    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 65,931 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $408,773.

    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 65,670 shares
    Change vs previous 13F -30,846 shares

    0.02% of the 13F portfolio, value $505,659.

    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 96,516 shares
    Change vs previous 13F +2,687 shares

    0.03% of the 13F portfolio, value $773,092.

    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 93,829 shares
    Change vs previous 13F -8,648 shares

    0.04% of the 13F portfolio, value $817,249.

    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 102,477 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $849,534.

    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).