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Arkadios Wealth Advisors: VNQ position timeline

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

Arkadios Wealth Advisors held 92,135 VNQ 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 92,135 shares
    Change vs previous 13F -5,752 shares

    0.14% of the 13F portfolio, value $8,884,593.

    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 97,887 shares
    Change vs previous 13F +8,146 shares

    0.14% of the 13F portfolio, value $8,682,653.

    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 89,741 shares
    Change vs previous 13F +13,640 shares

    0.16% of the 13F portfolio, value $7,941,114.

    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 76,101 shares
    Change vs previous 13F +18,385 shares

    0.17% of the 13F portfolio, value $6,957,079.

    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 57,716 shares
    Change vs previous 13F +2,997 shares

    0.15% of the 13F portfolio, value $5,140,251.

    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 54,719 shares
    Change vs previous 13F +37,433 shares

    0.19% of the 13F portfolio, value $4,954,270.

    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 17,286 shares
    Change vs previous 13F +1,077 shares

    0.08% of the 13F portfolio, value $1,539,816.

    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 16,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,579,122.

    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).