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Arkadios Wealth Advisors: WEC position timeline

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

Arkadios Wealth Advisors held 8,983 WEC 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 8,983 shares
    Change vs previous 13F -2,378 shares

    0.02% of the 13F portfolio, value $1,048,922.

    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 11,361 shares
    Change vs previous 13F -782 shares

    0.02% of the 13F portfolio, value $1,315,206.

    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 12,143 shares
    Change vs previous 13F +1,744 shares

    0.03% of the 13F portfolio, value $1,280,661.

    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 10,399 shares
    Change vs previous 13F +755 shares

    0.03% of the 13F portfolio, value $1,191,544.

    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 9,644 shares
    Change vs previous 13F +753 shares

    0.03% of the 13F portfolio, value $1,004,974.

    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 8,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $968,964.

    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).