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Arkadios Wealth Advisors: WFC position timeline

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

Arkadios Wealth Advisors held 63,029 WFC 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 63,029 shares
    Change vs previous 13F +8,082 shares

    0.08% of the 13F portfolio, value $5,208,740.

    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 54,947 shares
    Change vs previous 13F +3,336 shares

    0.07% of the 13F portfolio, value $4,374,280.

    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 51,611 shares
    Change vs previous 13F +7,989 shares

    0.1% of the 13F portfolio, value $4,810,094.

    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 43,622 shares
    Change vs previous 13F +17,223 shares

    0.09% of the 13F portfolio, value $3,656,402.

    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 26,399 shares
    Change vs previous 13F +1,676 shares

    0.06% of the 13F portfolio, value $2,115,071.

    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 24,723 shares
    Change vs previous 13F +2,612 shares

    0.07% of the 13F portfolio, value $1,774,825.

    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 22,111 shares
    Change vs previous 13F +2,310 shares

    0.08% of the 13F portfolio, value $1,553,089.

    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 19,801 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,118,557.

    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).