Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MFV holding history

MFS Special Value Trust 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of MFV by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−15,571−100.0%	Sold out	Holders
Q1 2024	15,571	$69.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	15,571	$63.7K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	15,571	$60.7K	<0.1%	+15,571	New	Holders