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Arkadios Wealth Advisors: UBSI position timeline

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

Arkadios Wealth Advisors held 71,404 UBSI 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 71,404 shares
    Change vs previous 13F -10,095 shares

    0.05% of the 13F portfolio, value $3,272,443.

    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 81,499 shares
    Change vs previous 13F +7,940 shares

    0.06% of the 13F portfolio, value $3,375,680.

    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 73,559 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,824,681.

    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).