Skip to main content

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
28,667
Value
$2.34M
% of portfolio
<0.1%
Quarters held
5
Since Q1 2021
Holdings of TRI by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,667$2.34M<0.1%+8,938+45.3%AddedHolders
Q1 202619,729$1.78M<0.1%+19,729NewHolders
Q4 20210$00.0%−304−100.0%Sold outHolders
Q3 2021304$33.0K<0.1%+192+171.4%AddedHolders
Q2 2021112$11.0K<0.1%00.0%UnchangedHolders
Q1 2021112$9.00K<0.1%––Holders

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