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Arkadios Wealth Advisors: XLI position timeline

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

Arkadios Wealth Advisors held 28,081 XLI 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 28,081 shares
    Change vs previous 13F -2,125 shares

    0.08% of the 13F portfolio, value $5,201,567.

    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 30,206 shares
    Change vs previous 13F +786 shares

    0.08% of the 13F portfolio, value $4,885,173.

    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 29,420 shares
    Change vs previous 13F +1,922 shares

    0.09% of the 13F portfolio, value $4,563,669.

    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 27,498 shares
    Change vs previous 13F +1,927 shares

    0.1% of the 13F portfolio, value $4,241,009.

    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 25,571 shares
    Change vs previous 13F +6,317 shares

    0.11% of the 13F portfolio, value $3,772,167.

    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 19,254 shares
    Change vs previous 13F +6,327 shares

    0.1% of the 13F portfolio, value $2,523,546.

    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 12,927 shares
    Change vs previous 13F +3,343 shares

    0.09% of the 13F portfolio, value $1,703,224.

    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 9,584 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,298,025.

    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).