Skip to content
Disclosery

Arkadios Wealth Advisors: USFR position timeline

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

Arkadios Wealth Advisors held 691,329 USFR 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 691,329 shares
    Change vs previous 13F -43,834 shares

    0.53% of the 13F portfolio, value $34,808,393.

    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 735,163 shares
    Change vs previous 13F +517,405 shares

    0.61% of the 13F portfolio, value $37,008,074.

    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 217,758 shares
    Change vs previous 13F +149,200 shares

    0.22% of the 13F portfolio, value $10,957,571.

    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 68,558 shares
    Change vs previous 13F +30,135 shares

    0.08% of the 13F portfolio, value $3,446,389.

    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 38,423 shares
    Change vs previous 13F +6,938 shares

    0.06% of the 13F portfolio, value $1,933,083.

    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 31,485 shares
    Change vs previous 13F +23,221 shares

    0.06% of the 13F portfolio, value $1,584,617.

    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 8,264 shares
    Change vs previous 13F -874 shares

    0.02% of the 13F portfolio, value $415,842.

    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 9,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $458,903.

    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).