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Arkadios Wealth Advisors: XBOEX position timeline

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

Arkadios Wealth Advisors held 75,128 XBOEX 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 75,128 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $908,294.

    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 75,044 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $822,485.

    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 74,960 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $877,780.

    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 74,878 shares
    Change vs previous 13F +81 shares

    0.02% of the 13F portfolio, value $866,343.

    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 74,797 shares
    Change vs previous 13F +82 shares

    0.03% of the 13F portfolio, value $848,952.

    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 74,715 shares
    Change vs previous 13F +3,630 shares

    0.03% of the 13F portfolio, value $810,660.

    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 71,085 shares
    Change vs previous 13F +46,196 shares

    0.04% of the 13F portfolio, value $765,585.

    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 24,889 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $280,250.

    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).