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Arkadios Wealth Advisors: WY position timeline

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

Arkadios Wealth Advisors held 16,188 WY 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 16,188 shares
    Change vs previous 13F -1,916 shares

    0.01% of the 13F portfolio, value $387,544.

    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 18,104 shares
    Change vs previous 13F +646 shares

    0.01% of the 13F portfolio, value $442,266.

    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 17,458 shares
    Change vs previous 13F -22,362 shares

    0.01% of the 13F portfolio, value $413,583.

    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 39,820 shares
    Change vs previous 13F -9,100 shares

    0.02% of the 13F portfolio, value $987,150.

    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 48,920 shares
    Change vs previous 13F +3,087 shares

    0.04% of the 13F portfolio, value $1,256,754.

    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 45,833 shares
    Change vs previous 13F +17,298 shares

    0.05% of the 13F portfolio, value $1,342,002.

    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 28,535 shares
    Change vs previous 13F -4,187 shares

    0.04% of the 13F portfolio, value $803,268.

    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 32,722 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,107,958.

    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).