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Arkadios Wealth Advisors: XSMO position timeline

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

Arkadios Wealth Advisors held 95,481 XSMO 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 95,481 shares
    Change vs previous 13F +955 shares

    0.14% of the 13F portfolio, value $8,939,824.

    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 94,526 shares
    Change vs previous 13F -16 shares

    0.12% of the 13F portfolio, value $7,185,827.

    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 94,542 shares
    Change vs previous 13F -749 shares

    0.14% of the 13F portfolio, value $6,807,943.

    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 95,291 shares
    Change vs previous 13F +9,249 shares

    0.17% of the 13F portfolio, value $7,010,562.

    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 86,042 shares
    Change vs previous 13F +76,206 shares

    0.18% of the 13F portfolio, value $5,852,567.

    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 9,836 shares
    Change vs previous 13F +607 shares

    0.02% of the 13F portfolio, value $617,189.

    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 9,229 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $610,111.

    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 9,116 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $603,365.

    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).