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Arkadios Wealth Advisors: XMLV position timeline

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

Arkadios Wealth Advisors held 15,676 XMLV 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 15,676 shares
    Change vs previous 13F -464 shares

    0.02% of the 13F portfolio, value $1,039,770.

    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 16,140 shares
    Change vs previous 13F -410 shares

    0.02% of the 13F portfolio, value $1,016,356.

    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 16,550 shares
    Change vs previous 13F -1,637 shares

    0.02% of the 13F portfolio, value $1,032,182.

    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 18,187 shares
    Change vs previous 13F -1,075 shares

    0.03% of the 13F portfolio, value $1,155,952.

    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 19,262 shares
    Change vs previous 13F -470 shares

    0.04% of the 13F portfolio, value $1,187,857.

    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 19,732 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,217,889.

    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).