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Arkadios Wealth Advisors: VG position timeline

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

Arkadios Wealth Advisors held 265,154 VG 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 265,154 shares
    Change vs previous 13F +35,387 shares

    0.05% of the 13F portfolio, value $2,951,173.

    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 229,767 shares
    Change vs previous 13F +51,225 shares

    0.06% of the 13F portfolio, value $3,621,142.

    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 178,542 shares
    Change vs previous 13F +138,628 shares

    0.02% of the 13F portfolio, value $1,217,660.

    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 39,914 shares
    Change vs previous 13F +5,447 shares

    0.01% of the 13F portfolio, value $566,375.

    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 34,467 shares
    Change vs previous 13F +14,317 shares

    0.02% of the 13F portfolio, value $536,999.

    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 20,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,545.

    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).