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Arkadios Wealth Advisors: VRT position timeline

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

Arkadios Wealth Advisors held 21,795 VRT 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 21,795 shares
    Change vs previous 13F +7,484 shares

    0.11% of the 13F portfolio, value $7,297,630.

    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 14,311 shares
    Change vs previous 13F -1,376 shares

    0.06% of the 13F portfolio, value $3,586,082.

    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 15,687 shares
    Change vs previous 13F +85 shares

    0.05% of the 13F portfolio, value $2,541,413.

    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 15,602 shares
    Change vs previous 13F -695 shares

    0.06% of the 13F portfolio, value $2,353,762.

    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 16,297 shares
    Change vs previous 13F -544 shares

    0.06% of the 13F portfolio, value $2,092,709.

    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 16,841 shares
    Change vs previous 13F +10,605 shares

    0.05% of the 13F portfolio, value $1,215,910.

    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 6,236 shares
    Change vs previous 13F +530 shares

    0.04% of the 13F portfolio, value $708,520.

    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 5,706 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $567,683.

    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).