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Arkadios Wealth Advisors: XT position timeline

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

Arkadios Wealth Advisors held 138,057 XT 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 138,057 shares
    Change vs previous 13F +3,198 shares

    0.18% of the 13F portfolio, value $11,407,631.

    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 134,859 shares
    Change vs previous 13F +35,560 shares

    0.15% of the 13F portfolio, value $9,190,573.

    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 99,299 shares
    Change vs previous 13F +7,075 shares

    0.14% of the 13F portfolio, value $6,925,140.

    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 92,224 shares
    Change vs previous 13F +6,264 shares

    0.16% of the 13F portfolio, value $6,634,592.

    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 85,960 shares
    Change vs previous 13F +5,178 shares

    0.17% of the 13F portfolio, value $5,608,860.

    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 80,782 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,649,775.

    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).