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Arkadios Wealth Advisors: USMF position timeline

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

Arkadios Wealth Advisors held 3,757 USMF 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 3,757 shares
    Change vs previous 13F -3,206 shares

    <0.01% of the 13F portfolio, value $203,801.

    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 6,963 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $343,822.

    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 10,488 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $537,620.

    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 10,923 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $570,908.

    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 11,060 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $566,907.

    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 11,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $547,020.

    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).