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Arkadios Wealth Advisors: WTV position timeline

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

Arkadios Wealth Advisors held 23,377 WTV 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 23,377 shares
    Change vs previous 13F +2,897 shares

    0.04% of the 13F portfolio, value $2,377,902.

    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 20,480 shares
    Change vs previous 13F +6,807 shares

    0.03% of the 13F portfolio, value $1,940,148.

    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 13,673 shares
    Change vs previous 13F -1,464 shares

    0.03% of the 13F portfolio, value $1,275,651.

    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 15,137 shares
    Change vs previous 13F +995 shares

    0.03% of the 13F portfolio, value $1,377,603.

    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 14,142 shares
    Change vs previous 13F +8,614 shares

    0.04% of the 13F portfolio, value $1,221,875.

    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 5,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $454,226.

    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).