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Arkadios Wealth Advisors: VIG position timeline

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

Arkadios Wealth Advisors held 56,820 VIG 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 56,820 shares
    Change vs previous 13F -6,812 shares

    0.21% of the 13F portfolio, value $13,444,719.

    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 63,632 shares
    Change vs previous 13F -9,146 shares

    0.23% of the 13F portfolio, value $13,684,658.

    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 72,778 shares
    Change vs previous 13F +46,312 shares

    0.32% of the 13F portfolio, value $15,995,216.

    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 26,466 shares
    Change vs previous 13F +2,317 shares

    0.14% of the 13F portfolio, value $5,711,087.

    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 24,149 shares
    Change vs previous 13F +11,069 shares

    0.15% of the 13F portfolio, value $4,942,521.

    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 13,080 shares
    Change vs previous 13F +4,840 shares

    0.1% of the 13F portfolio, value $2,537,422.

    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 8,240 shares
    Change vs previous 13F +155 shares

    0.09% of the 13F portfolio, value $1,613,631.

    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 8,085 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,601,360.

    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).