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Arkadios Wealth Advisors: VYMI position timeline

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

Arkadios Wealth Advisors held 41,046 VYMI 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 41,046 shares
    Change vs previous 13F +1,167 shares

    0.06% of the 13F portfolio, value $4,030,658.

    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 39,879 shares
    Change vs previous 13F +1,385 shares

    0.06% of the 13F portfolio, value $3,758,265.

    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 38,494 shares
    Change vs previous 13F +2,912 shares

    0.07% of the 13F portfolio, value $3,464,500.

    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 35,582 shares
    Change vs previous 13F +22,214 shares

    0.07% of the 13F portfolio, value $3,013,146.

    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 13,368 shares
    Change vs previous 13F +1,268 shares

    0.03% of the 13F portfolio, value $1,070,919.

    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 12,100 shares
    Change vs previous 13F +3,999 shares

    0.03% of the 13F portfolio, value $891,593.

    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 8,101 shares
    Change vs previous 13F +679 shares

    0.03% of the 13F portfolio, value $549,908.

    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 7,422 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $544,932.

    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).