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Arkadios Wealth Advisors: USIG position timeline

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

Arkadios Wealth Advisors held 25,862 USIG 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 25,862 shares
    Change vs previous 13F +2,112 shares

    0.02% of the 13F portfolio, value $1,326,470.

    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 23,750 shares
    Change vs previous 13F +3,430 shares

    0.02% of the 13F portfolio, value $1,216,727.

    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 20,320 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $1,051,949.

    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 20,354 shares
    Change vs previous 13F +4,193 shares

    0.03% of the 13F portfolio, value $1,062,877.

    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 16,161 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $831,337.

    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 15,771 shares
    Change vs previous 13F +491 shares

    0.03% of the 13F portfolio, value $805,574.

    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 15,280 shares
    Change vs previous 13F +3,949 shares

    0.04% of the 13F portfolio, value $768,271.

    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 11,331 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $595,769.

    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).