Arkadios Wealth Advisors: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on VZ, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 283,192 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 283,192 sharesChange vs previous 13F -49,192 shares
0.18% of the 13F portfolio, value $11,990,328.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 332,384 sharesChange vs previous 13F +54,948 shares
0.28% of the 13F portfolio, value $16,685,684.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 277,436 sharesChange vs previous 13F +49,884 shares
0.22% of the 13F portfolio, value $11,299,980.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 227,552 sharesChange vs previous 13F +35,073 shares
0.25% of the 13F portfolio, value $10,000,915.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 192,479 sharesChange vs previous 13F +23,292 shares
0.25% of the 13F portfolio, value $8,328,575.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 169,187 sharesChange vs previous 13F +63,523 shares
0.29% of the 13F portfolio, value $7,674,307.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 105,664 sharesChange vs previous 13F +1,087 shares
0.23% of the 13F portfolio, value $4,225,488.
13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 104,577 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $4,696,535.
13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).