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Arkadios Wealth Advisors: XLP position timeline

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

Arkadios Wealth Advisors held 36,161 XLP 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 36,161 shares
    Change vs previous 13F -2,297 shares

    0.05% of the 13F portfolio, value $3,003,886.

    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 38,458 shares
    Change vs previous 13F -577 shares

    0.05% of the 13F portfolio, value $3,152,734.

    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 39,035 shares
    Change vs previous 13F +289 shares

    0.06% of the 13F portfolio, value $3,032,258.

    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 38,746 shares
    Change vs previous 13F -751 shares

    0.07% of the 13F portfolio, value $3,036,549.

    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 39,497 shares
    Change vs previous 13F +2,657 shares

    0.1% of the 13F portfolio, value $3,198,081.

    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 36,840 shares
    Change vs previous 13F +8,906 shares

    0.11% of the 13F portfolio, value $3,008,655.

    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 27,934 shares
    Change vs previous 13F +4,077 shares

    0.12% of the 13F portfolio, value $2,195,897.

    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 23,857 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,980,093.

    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).