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Arkadios Wealth Advisors: VYM position timeline

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

Arkadios Wealth Advisors held 244,299 VYM 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 244,299 shares
    Change vs previous 13F +5,313 shares

    0.59% of the 13F portfolio, value $38,606,478.

    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 238,986 shares
    Change vs previous 13F +33,755 shares

    0.59% of the 13F portfolio, value $35,393,825.

    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 205,231 shares
    Change vs previous 13F +13,665 shares

    0.58% of the 13F portfolio, value $29,454,689.

    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 191,566 shares
    Change vs previous 13F +18,530 shares

    0.66% of the 13F portfolio, value $27,001,200.

    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 173,036 shares
    Change vs previous 13F +23,639 shares

    0.69% of the 13F portfolio, value $23,067,364.

    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 149,397 shares
    Change vs previous 13F +133,204 shares

    0.73% of the 13F portfolio, value $19,266,250.

    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 16,193 shares
    Change vs previous 13F +3,737 shares

    0.11% of the 13F portfolio, value $2,066,080.

    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 12,456 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,596,798.

    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).