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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

PJT holding history

PJT Partners 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.

PJT overviewAll 13F holders of PJTFull Q2 2026 holdings

Shares (Q2 2026)
25,058
Value
$3.78M
% of portfolio
0.1%
Quarters held
8
Since Q1 2021
Holdings of PJT by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,058$3.78M0.1%+1,527+6.5%AddedHolders
Q1 202623,531$3.29M0.1%+2,476+11.8%AddedHolders
Q4 202521,055$3.52M0.1%+1,457+7.4%AddedHolders
Q3 202519,598$3.48M0.1%+15,398+366.6%AddedHolders
Q2 20254,200$693.0K<0.1%+4,200NewHolders
Q4 20210$00.0%−8−100.0%Sold outHolders
Q3 20218$00.0%00.0%UnchangedHolders
Q2 20218$00.0%00.0%UnchangedHolders
Q1 20218$00.0%––Holders

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