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Arkadios Wealth Advisors: USMV position timeline

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

Arkadios Wealth Advisors held 56,363 USMV 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 56,363 shares
    Change vs previous 13F -3,716 shares

    0.08% of the 13F portfolio, value $5,436,833.

    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 60,079 shares
    Change vs previous 13F +1,301 shares

    0.09% of the 13F portfolio, value $5,571,719.

    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 58,778 shares
    Change vs previous 13F -5,122 shares

    0.11% of the 13F portfolio, value $5,534,543.

    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 63,900 shares
    Change vs previous 13F -2,525 shares

    0.15% of the 13F portfolio, value $6,079,491.

    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 66,425 shares
    Change vs previous 13F +4,722 shares

    0.19% of the 13F portfolio, value $6,235,268.

    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 61,703 shares
    Change vs previous 13F +50,434 shares

    0.22% of the 13F portfolio, value $5,779,110.

    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 11,269 shares
    Change vs previous 13F -235 shares

    0.05% of the 13F portfolio, value $1,000,544.

    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 11,504 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,050,473.

    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).