Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MRNA holding history

Moderna, 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.

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

Shares (Q2 2026): 15,033
Value: $1.05M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRNA by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,033	$1.05M	<0.1%	−2,824−15.8%	Reduced	Holders
Q1 2026	17,857	$907.1K	<0.1%	−6,489−26.7%	Reduced	Holders
Q4 2025	24,346	$718.0K	<0.1%	+11,215+85.4%	Added	Holders
Q3 2025	13,131	$339.2K	<0.1%	+32+0.2%	Added	Holders
Q2 2025	13,099	$361.4K	<0.1%	−1,045−7.4%	Reduced	Holders
Q1 2025	14,144	$401.0K	<0.1%	+1,879+15.3%	Added	Holders
Q4 2024	12,265	$510.0K	<0.1%	+836+7.3%	Added	Holders
Q3 2024	11,429	$763.8K	<0.1%	+243+2.2%	Added	Holders
Q2 2024	11,186	$1.33M	0.1%	+282+2.6%	Added	Holders
Q1 2024	10,904	$1.16M	0.1%	−834−7.1%	Reduced	Holders
Q4 2023	11,738	$1.17M	0.1%	−751−6.0%	Reduced	Holders
Q3 2023	12,489	$1.29M	0.1%	+86+0.7%	Added	Holders
Q2 2023	12,403	$1.51M	0.2%	−822−6.2%	Reduced	Holders
Q1 2023	13,225	$2.03M	0.2%	−102−0.8%	Reduced	Holders
Q4 2022	13,327	$2.39M	0.3%	−50−0.4%	Reduced	Holders
Q3 2022	13,377	$1.58M	0.2%	+350+2.7%	Added	Holders
Q2 2022	13,027	$1.86M	0.3%	+10+0.1%	Added	Holders
Q1 2022	13,017	$2.24M	0.3%	+911+7.5%	Added	Holders
Q4 2021	12,106	$3.08M	0.4%	+309+2.6%	Added	Holders
Q3 2021	11,797	$4.54M	0.7%	+270+2.3%	Added	Holders
Q2 2021	11,527	$2.71M	0.3%	+260+2.3%	Added	Holders
Q1 2021	11,267	$1.48M	0.2%	–	–	Holders

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