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Arkadios Wealth Advisors: VTRS position timeline

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

Arkadios Wealth Advisors held 35,208 VTRS 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 35,208 shares
    Change vs previous 13F +8,099 shares

    0.01% of the 13F portfolio, value $559,105.

    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 27,109 shares
    Change vs previous 13F +807 shares

    0.01% of the 13F portfolio, value $366,245.

    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 26,302 shares
    Change vs previous 13F +11,750 shares

    0.01% of the 13F portfolio, value $327,453.

    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 14,552 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $144,067.

    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 13,960 shares
    Change vs previous 13F -2,079 shares

    <0.01% of the 13F portfolio, value $124,666.

    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 16,039 shares
    Change vs previous 13F +2,062 shares

    0.01% of the 13F portfolio, value $139,704.

    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 13,977 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $174,020.

    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 14,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $162,882.

    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).