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Arkadios Wealth Advisors: V position timeline

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

Arkadios Wealth Advisors held 60,859 V 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 60,859 shares
    Change vs previous 13F +1,092 shares

    0.32% of the 13F portfolio, value $20,880,092.

    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 59,767 shares
    Change vs previous 13F +2,070 shares

    0.3% of the 13F portfolio, value $18,063,978.

    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 57,697 shares
    Change vs previous 13F +12,526 shares

    0.4% of the 13F portfolio, value $20,234,776.

    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 45,171 shares
    Change vs previous 13F +6,737 shares

    0.38% of the 13F portfolio, value $15,420,405.

    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 38,434 shares
    Change vs previous 13F +8,180 shares

    0.41% of the 13F portfolio, value $13,646,180.

    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 30,254 shares
    Change vs previous 13F +12,318 shares

    0.4% of the 13F portfolio, value $10,602,653.

    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 17,936 shares
    Change vs previous 13F -496 shares

    0.31% of the 13F portfolio, value $5,668,491.

    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 18,432 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,067,843.

    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).