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Arkadios Wealth Advisors: XLB position timeline

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

Arkadios Wealth Advisors held 49,699 XLB 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 49,699 shares
    Change vs previous 13F +37,402 shares

    0.04% of the 13F portfolio, value $2,526,175.

    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 12,297 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $614,497.

    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 12,443 shares
    Change vs previous 13F +3,984 shares

    0.01% of the 13F portfolio, value $564,285.

    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 8,459 shares
    Change vs previous 13F +754 shares

    0.02% of the 13F portfolio, value $758,083.

    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 7,705 shares
    Change vs previous 13F +1,944 shares

    0.02% of the 13F portfolio, value $676,526.

    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 5,761 shares
    Change vs previous 13F +690 shares

    0.02% of the 13F portfolio, value $495,342.

    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 5,071 shares
    Change vs previous 13F +1,514 shares

    0.02% of the 13F portfolio, value $426,663.

    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 3,557 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $342,782.

    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).