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Arkadios Wealth Advisors: XLF position timeline

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

Arkadios Wealth Advisors held 165,472 XLF 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 165,472 shares
    Change vs previous 13F -17,560 shares

    0.14% of the 13F portfolio, value $8,870,928.

    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 183,032 shares
    Change vs previous 13F -37,089 shares

    0.15% of the 13F portfolio, value $9,036,285.

    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 220,121 shares
    Change vs previous 13F +20,650 shares

    0.24% of the 13F portfolio, value $12,056,023.

    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 199,471 shares
    Change vs previous 13F -16,479 shares

    0.26% of the 13F portfolio, value $10,745,534.

    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 215,950 shares
    Change vs previous 13F -4,919 shares

    0.34% of the 13F portfolio, value $11,309,319.

    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 220,869 shares
    Change vs previous 13F +45,295 shares

    0.42% of the 13F portfolio, value $11,001,446.

    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 175,574 shares
    Change vs previous 13F +13,868 shares

    0.46% of the 13F portfolio, value $8,485,485.

    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 161,706 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,328,533.

    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).