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Arkadios Wealth Advisors: XYZ position timeline

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

Arkadios Wealth Advisors held 44,391 XYZ 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 44,391 shares
    Change vs previous 13F -6,084 shares

    0.05% of the 13F portfolio, value $3,373,710.

    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 50,475 shares
    Change vs previous 13F -5,271 shares

    0.05% of the 13F portfolio, value $3,037,581.

    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 55,746 shares
    Change vs previous 13F -3,240 shares

    0.07% of the 13F portfolio, value $3,628,502.

    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 58,986 shares
    Change vs previous 13F -2,709 shares

    0.1% of the 13F portfolio, value $4,262,913.

    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 61,695 shares
    Change vs previous 13F +6,337 shares

    0.13% of the 13F portfolio, value $4,190,936.

    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 55,358 shares
    Change vs previous 13F +14,702 shares

    0.11% of the 13F portfolio, value $3,007,596.

    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 40,656 shares
    Change vs previous 13F +7,054 shares

    0.19% of the 13F portfolio, value $3,455,319.

    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 33,602 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,255,675.

    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).