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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

UFPI holding history

Ufp Industries 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.

UFPI overviewAll 13F holders of UFPIFull Q2 2026 holdings

Shares (Q2 2026)
3,758
Value
$341.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of UFPI by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,758$341.0K<0.1%−878−18.9%ReducedHolders
Q1 20264,636$427.1K<0.1%−12−0.3%ReducedHolders
Q4 20254,648$423.3K<0.1%+97+2.1%AddedHolders
Q3 20254,551$425.5K<0.1%+158+3.6%AddedHolders
Q2 20254,393$436.5K<0.1%+123+2.9%AddedHolders
Q1 20254,270$457.1K<0.1%+39+0.9%AddedHolders
Q4 20244,231$476.7K<0.1%+14+0.3%AddedHolders
Q3 20244,217$553.4K<0.1%+912+27.6%AddedHolders
Q2 20243,305$370.2K<0.1%+56+1.7%AddedHolders
Q1 20243,249$399.7K<0.1%−36−1.1%ReducedHolders
Q4 20233,285$412.4K<0.1%+35+1.1%AddedHolders
Q3 20233,250$332.8K<0.1%+377+13.1%AddedHolders
Q2 20232,873$278.8K<0.1%+29+1.0%AddedHolders
Q1 20232,844$226.0K<0.1%+11+0.4%AddedHolders
Q4 20222,833$224.5K<0.1%+2+0.1%AddedHolders
Q3 20222,831$204.0K<0.1%−691−19.6%ReducedHolders
Q2 20223,522$240.0K<0.1%+3,522NewHolders
Q4 20210$00.0%−88−100.0%Sold outHolders
Q3 202188$5.00K<0.1%−165−65.2%ReducedHolders
Q2 2021253$18.0K<0.1%+22+9.5%AddedHolders
Q1 2021231$17.0K<0.1%––Holders

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