Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AIFC holding history

AI Financial Corp in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIFC overview All 13F holders of AIFC Full Q2 2026 holdings

Shares (Q2 2026): 43,520
Value: $25.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AIFC by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,520	$25.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	43,520	$48.3K	<0.1%	+1,900+4.6%	Added	Holders
Q4 2025	41,620	$45.8K	<0.1%	+18,510+80.1%	Added	Holders
Q3 2025	23,110	$62.2K	<0.1%	+23,110	New	Holders