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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

C holding history

Citigroup Inc 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
111,130
Value
$15.6M
% of portfolio
0.2%
Quarters held
16
Since Q1 2021
Holdings of C by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111,130$15.6M0.2%+3,105+2.9%AddedHolders
Q1 2026108,025$12.3M0.2%+6,031+5.9%AddedHolders
Q4 2025101,994$11.9M0.2%+10,885+11.9%AddedHolders
Q3 202591,109$9.25M0.2%−3,236−3.4%ReducedHolders
Q2 202594,345$8.03M0.2%+50,586+115.6%AddedHolders
Q1 202543,759$3.11M0.1%+14,736+50.8%AddedHolders
Q4 202429,023$2.04M0.1%+1,368+4.9%AddedHolders
Q3 202427,655$1.73M0.1%+9,777+54.7%AddedHolders
Q2 202417,878$1.13M0.1%+17,878NewHolders
Q1 20230$00.0%−5,767−100.0%Sold outHolders
Q4 20225,767$260.9K<0.1%−358−5.8%ReducedHolders
Q3 20226,125$255.0K<0.1%+6,125NewHolders
Q2 20220$00.0%−3,899−100.0%Sold outHolders
Q1 20223,899$208.0K<0.1%+263+7.2%AddedHolders
Q4 20213,636$220.0K<0.1%−1,106−23.3%ReducedHolders
Q3 20214,742$332.0K<0.1%−1,236−20.7%ReducedHolders
Q2 20215,978$422.0K0.1%+2,084+53.5%AddedHolders
Q1 20213,894$283.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.