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Arkadios Wealth Advisors: XLK position timeline

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

Arkadios Wealth Advisors held 128,398 XLK 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 128,398 shares
    Change vs previous 13F -7,790 shares

    0.38% of the 13F portfolio, value $24,462,541.

    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 136,188 shares
    Change vs previous 13F +54 shares

    0.3% of the 13F portfolio, value $18,099,451.

    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 136,134 shares
    Change vs previous 13F +72,694 shares

    0.39% of the 13F portfolio, value $19,599,236.

    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 63,440 shares
    Change vs previous 13F -2,471 shares

    0.44% of the 13F portfolio, value $17,881,340.

    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 65,911 shares
    Change vs previous 13F -14,627 shares

    0.5% of the 13F portfolio, value $16,690,668.

    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 80,538 shares
    Change vs previous 13F +26,508 shares

    0.63% of the 13F portfolio, value $16,629,580.

    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 54,030 shares
    Change vs previous 13F +2,997 shares

    0.69% of the 13F portfolio, value $12,562,984.

    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 51,033 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $11,521,303.

    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).