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Arkadios Wealth Advisors: WAB position timeline

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

Arkadios Wealth Advisors held 18,379 WAB 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 18,379 shares
    Change vs previous 13F -340 shares

    0.08% of the 13F portfolio, value $4,955,052.

    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 18,719 shares
    Change vs previous 13F +212 shares

    0.08% of the 13F portfolio, value $4,678,267.

    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 18,507 shares
    Change vs previous 13F +1,835 shares

    0.08% of the 13F portfolio, value $3,950,308.

    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 16,672 shares
    Change vs previous 13F +4,843 shares

    0.08% of the 13F portfolio, value $3,342,260.

    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 11,829 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,476,218.

    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).