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Arkadios Wealth Advisors: WBS position timeline

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

Arkadios Wealth Advisors held 10,182 WBS 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 10,182 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $778,129.

    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 10,659 shares
    Change vs previous 13F -1,867 shares

    0.01% of the 13F portfolio, value $739,944.

    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 12,526 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $788,420.

    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 12,410 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $737,628.

    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 12,118 shares
    Change vs previous 13F -1,395 shares

    0.02% of the 13F portfolio, value $661,626.

    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 13,513 shares
    Change vs previous 13F -359 shares

    0.03% of the 13F portfolio, value $696,609.

    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 13,872 shares
    Change vs previous 13F -66,655 shares

    0.04% of the 13F portfolio, value $766,038.

    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 80,527 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,753,353.

    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).