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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

NJR holding history

New Jersey Resources 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
11,769
Value
$659.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NJR by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,769$659.5K<0.1%−420−3.4%ReducedHolders
Q1 202612,189$669.4K<0.1%−1,896−13.5%ReducedHolders
Q4 202514,085$649.6K<0.1%−1,291−8.4%ReducedHolders
Q3 202515,376$740.4K<0.1%+1,849+13.7%AddedHolders
Q2 202513,527$606.3K<0.1%+1,216+9.9%AddedHolders
Q1 202512,311$604.0K<0.1%−174−1.4%ReducedHolders
Q4 202412,485$582.4K<0.1%−594−4.5%ReducedHolders
Q3 202413,079$617.3K<0.1%−44−0.3%ReducedHolders
Q2 202413,123$560.9K<0.1%+930+7.6%AddedHolders
Q1 202412,193$523.2K<0.1%+428+3.6%AddedHolders
Q4 202311,765$524.5K<0.1%+265+2.3%AddedHolders
Q3 202311,500$467.2K<0.1%00.0%UnchangedHolders
Q2 202311,500$542.8K0.1%−4,125−26.4%ReducedHolders
Q1 202315,625$831.3K0.1%−436−2.7%ReducedHolders
Q4 202216,061$796.9K0.1%−1,732−9.7%ReducedHolders
Q3 202217,793$689.0K0.1%−34−0.2%ReducedHolders
Q2 202217,827$794.0K0.1%−650−3.5%ReducedHolders
Q1 202218,477$847.0K0.1%−1,572−7.8%ReducedHolders
Q4 202120,049$823.0K0.1%−655−3.2%ReducedHolders
Q3 202120,704$720.0K0.1%+3,376+19.5%AddedHolders
Q2 202117,328$685.0K0.1%−1,150−6.2%ReducedHolders
Q1 202118,478$736.0K0.1%––Holders

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