Skip to content
Disclosery

Arkadios Wealth Advisors: XLC position timeline

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

Arkadios Wealth Advisors held 23,803 XLC 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 23,803 shares
    Change vs previous 13F -510 shares

    0.04% of the 13F portfolio, value $2,549,948.

    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 24,313 shares
    Change vs previous 13F +870 shares

    0.04% of the 13F portfolio, value $2,695,415.

    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 23,443 shares
    Change vs previous 13F -349 shares

    0.05% of the 13F portfolio, value $2,759,600.

    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 23,792 shares
    Change vs previous 13F -3,080 shares

    0.07% of the 13F portfolio, value $2,816,263.

    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 26,872 shares
    Change vs previous 13F +2,535 shares

    0.09% of the 13F portfolio, value $2,916,472.

    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 24,337 shares
    Change vs previous 13F +20,116 shares

    0.09% of the 13F portfolio, value $2,347,360.

    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 4,221 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $408,616.

    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 3,963 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,272.

    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).