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Arkadios Wealth Advisors: TLT position timeline

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

Arkadios Wealth Advisors held 76,703 TLT 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 76,703 shares
    Change vs previous 13F -19,554 shares

    0.1% of the 13F portfolio, value $6,628,621.

    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 96,257 shares
    Change vs previous 13F +16,513 shares

    0.14% of the 13F portfolio, value $8,344,522.

    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 79,744 shares
    Change vs previous 13F +3,790 shares

    0.14% of the 13F portfolio, value $6,950,553.

    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 75,954 shares
    Change vs previous 13F +19,002 shares

    0.17% of the 13F portfolio, value $6,788,030.

    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 56,952 shares
    Change vs previous 13F +10,378 shares

    0.15% of the 13F portfolio, value $5,026,020.

    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 46,574 shares
    Change vs previous 13F -1,885 shares

    0.16% of the 13F portfolio, value $4,239,672.

    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 48,459 shares
    Change vs previous 13F +4,086 shares

    0.23% of the 13F portfolio, value $4,231,962.

    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 44,373 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,352,976.

    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).