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Arkadios Wealth Advisors: WPC position timeline

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

Arkadios Wealth Advisors held 34,239 WPC 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 34,239 shares
    Change vs previous 13F +438 shares

    0.04% of the 13F portfolio, value $2,448,049.

    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 33,801 shares
    Change vs previous 13F -4,153 shares

    0.04% of the 13F portfolio, value $2,297,139.

    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 37,954 shares
    Change vs previous 13F +1,524 shares

    0.05% of the 13F portfolio, value $2,442,731.

    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 36,430 shares
    Change vs previous 13F +485 shares

    0.06% of the 13F portfolio, value $2,461,561.

    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 35,945 shares
    Change vs previous 13F +504 shares

    0.07% of the 13F portfolio, value $2,242,246.

    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 35,441 shares
    Change vs previous 13F +5,050 shares

    0.08% of the 13F portfolio, value $2,236,666.

    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 30,391 shares
    Change vs previous 13F +11,478 shares

    0.09% of the 13F portfolio, value $1,655,709.

    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 18,913 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,178,256.

    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).