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Arkadios Wealth Advisors: UDIV position timeline

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

Arkadios Wealth Advisors held 60,242 UDIV 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 60,242 shares
    Change vs previous 13F +720 shares

    0.06% of the 13F portfolio, value $3,620,437.

    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 59,522 shares
    Change vs previous 13F +2,026 shares

    0.05% of the 13F portfolio, value $3,072,377.

    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 57,496 shares
    Change vs previous 13F +5,028 shares

    0.06% of the 13F portfolio, value $3,055,879.

    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 52,468 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $2,748,597.

    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 52,732 shares
    Change vs previous 13F -17,049 shares

    0.08% of the 13F portfolio, value $2,543,002.

    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 69,781 shares
    Change vs previous 13F +762 shares

    0.12% of the 13F portfolio, value $3,051,542.

    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 69,019 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,133,773.

    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).