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Arkadios Wealth Advisors: YYY position timeline

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

Arkadios Wealth Advisors held 17,701 YYY 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 17,701 shares
    Change vs previous 13F -1,281 shares

    <0.01% of the 13F portfolio, value $204,098.

    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 18,982 shares
    Change vs previous 13F +5,001 shares

    <0.01% of the 13F portfolio, value $209,373.

    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 13,981 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $160,927.

    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 13,981 shares
    Change vs previous 13F -1,625 shares

    <0.01% of the 13F portfolio, value $165,121.

    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 15,606 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $182,744.

    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 14,606 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $166,653.

    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 13,924 shares
    Change vs previous 13F -1,382 shares

    0.01% of the 13F portfolio, value $160,409.

    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 15,306 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $188,729.

    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).