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Arkadios Wealth Advisors: XSLV position timeline

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

Arkadios Wealth Advisors held 10,019 XSLV 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 10,019 shares
    Change vs previous 13F -251 shares

    0.01% of the 13F portfolio, value $525,077.

    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 10,270 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $484,698.

    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 10,509 shares
    Change vs previous 13F -921 shares

    0.01% of the 13F portfolio, value $487,302.

    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 11,430 shares
    Change vs previous 13F -633 shares

    0.01% of the 13F portfolio, value $529,323.

    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 12,063 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $549,470.

    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 12,253 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $565,786.

    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).