Arkadios Wealth Advisors: ZWS position timeline

Arkadios Wealth Advisors held 192,830 ZWS 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 192,830 shares

   Change vs previous 13F +146,529 shares

   0.15% of the 13F portfolio, value $9,743,699.

   13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 46,301 shares

   Change vs previous 13F +46,301 shares

   0.03% of the 13F portfolio, value $2,076,139.

   13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -50,838 shares

   13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 50,838 shares

   Change vs previous 13F -48,837 shares

   0.06% of the 13F portfolio, value $2,390,911.

   13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 99,675 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $3,645,115.

   13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).