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Arkadios Wealth Advisors: XLU position timeline

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

Arkadios Wealth Advisors held 94,790 XLU 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 94,790 shares
    Change vs previous 13F +5,242 shares

    0.07% of the 13F portfolio, value $4,297,778.

    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 89,548 shares
    Change vs previous 13F +2,383 shares

    0.07% of the 13F portfolio, value $4,109,387.

    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 87,165 shares
    Change vs previous 13F +56,058 shares

    0.07% of the 13F portfolio, value $3,721,065.

    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 31,107 shares
    Change vs previous 13F +4,376 shares

    0.07% of the 13F portfolio, value $2,712,854.

    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 26,731 shares
    Change vs previous 13F +2,675 shares

    0.07% of the 13F portfolio, value $2,182,856.

    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 24,056 shares
    Change vs previous 13F +5,998 shares

    0.07% of the 13F portfolio, value $1,896,764.

    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 18,058 shares
    Change vs previous 13F +1,704 shares

    0.07% of the 13F portfolio, value $1,366,774.

    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 16,354 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,321,082.

    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).