Arkadios Wealth Advisors: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on TFC, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 70,231 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 70,231 sharesChange vs previous 13F -18,476 shares
0.05% of the 13F portfolio, value $3,498,883.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 88,707 sharesChange vs previous 13F -1,201 shares
0.07% of the 13F portfolio, value $4,077,852.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89,908 sharesChange vs previous 13F -120,521 shares
0.09% of the 13F portfolio, value $4,424,401.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 210,429 sharesChange vs previous 13F +19,830 shares
0.24% of the 13F portfolio, value $9,620,822.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 190,599 sharesChange vs previous 13F +15,436 shares
0.25% of the 13F portfolio, value $8,193,825.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 175,163 sharesChange vs previous 13F +48,614 shares
0.27% of the 13F portfolio, value $7,207,937.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 126,549 sharesChange vs previous 13F +15,501 shares
0.3% of the 13F portfolio, value $5,489,705.
13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 111,048 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $4,749,533.
13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).