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Arkadios Wealth Advisors: YOU position timeline

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

Arkadios Wealth Advisors held 16,197 YOU 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 16,197 shares
    Change vs previous 13F -6,245 shares

    0.01% of the 13F portfolio, value $902,614.

    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 22,442 shares
    Change vs previous 13F -18,045 shares

    0.02% of the 13F portfolio, value $1,086,422.

    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 40,487 shares
    Change vs previous 13F -4,346 shares

    0.03% of the 13F portfolio, value $1,420,273.

    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 44,833 shares
    Change vs previous 13F +511 shares

    0.04% of the 13F portfolio, value $1,496,517.

    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 44,322 shares
    Change vs previous 13F +4,528 shares

    0.04% of the 13F portfolio, value $1,230,372.

    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 39,794 shares
    Change vs previous 13F +26,052 shares

    0.04% of the 13F portfolio, value $1,031,067.

    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 13,742 shares
    Change vs previous 13F +1,848 shares

    0.02% of the 13F portfolio, value $366,084.

    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 11,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $394,156.

    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).