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Arkadios Wealth Advisors: VGT position timeline

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

Arkadios Wealth Advisors held 51,061 VGT 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 51,061 shares
    Change vs previous 13F +44,243 shares

    0.09% of the 13F portfolio, value $6,102,791.

    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 6,818 shares
    Change vs previous 13F +652 shares

    0.08% of the 13F portfolio, value $4,757,399.

    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 6,166 shares
    Change vs previous 13F -495 shares

    0.09% of the 13F portfolio, value $4,647,620.

    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 6,661 shares
    Change vs previous 13F +230 shares

    0.12% of the 13F portfolio, value $4,973,339.

    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 6,431 shares
    Change vs previous 13F -550 shares

    0.13% of the 13F portfolio, value $4,265,367.

    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 6,981 shares
    Change vs previous 13F +4,517 shares

    0.14% of the 13F portfolio, value $3,786,607.

    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 2,464 shares
    Change vs previous 13F +143 shares

    0.08% of the 13F portfolio, value $1,532,301.

    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 2,321 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,361,572.

    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).