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Arkadios Wealth Advisors: XLVI position timeline

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

Arkadios Wealth Advisors held 226,086 XLVI 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 226,086 shares
    Change vs previous 13F +23,151 shares

    0.09% of the 13F portfolio, value $5,959,616.

    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 202,935 shares
    Change vs previous 13F +19,109 shares

    0.08% of the 13F portfolio, value $5,095,048.

    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 183,826 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,858,660.

    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).