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Arkadios Wealth Advisors: VBR position timeline

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

Arkadios Wealth Advisors held 42,630 VBR 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 42,630 shares
    Change vs previous 13F +163 shares

    0.16% of the 13F portfolio, value $10,358,834.

    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 42,467 shares
    Change vs previous 13F +1,459 shares

    0.15% of the 13F portfolio, value $9,226,098.

    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 41,008 shares
    Change vs previous 13F +15,692 shares

    0.17% of the 13F portfolio, value $8,684,979.

    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 25,316 shares
    Change vs previous 13F +7,104 shares

    0.13% of the 13F portfolio, value $5,283,789.

    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 18,212 shares
    Change vs previous 13F +996 shares

    0.11% of the 13F portfolio, value $3,551,532.

    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 17,216 shares
    Change vs previous 13F +10,070 shares

    0.12% of the 13F portfolio, value $3,207,171.

    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 7,146 shares
    Change vs previous 13F +376 shares

    0.08% of the 13F portfolio, value $1,416,191.

    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 6,770 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,359,371.

    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).