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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
67,342
Value
$4.07M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,342$4.07M0.1%−14,653−17.9%ReducedHolders
Q1 202681,995$4.26M0.1%−2,629−3.1%ReducedHolders
Q4 202584,624$4.52M0.1%+27,942+49.3%AddedHolders
Q3 202556,682$2.74M0.1%+515+0.9%AddedHolders
Q2 202556,167$2.54M0.1%−78,646−58.3%ReducedHolders
Q1 2025134,813$5.69M0.2%+30,701+29.5%AddedHolders
Q4 2024104,112$4.98M0.3%+12,165+13.2%AddedHolders
Q3 202491,947$4.20M0.2%+1,355+1.5%AddedHolders
Q2 202490,592$3.60M0.2%−1,442−1.6%ReducedHolders
Q1 202492,034$4.11M0.3%−396−0.4%ReducedHolders
Q4 202392,430$4.00M0.3%+5,445+6.3%AddedHolders
Q3 202386,985$2.88M0.3%+34,544+65.9%AddedHolders
Q2 202352,441$1.73M0.2%+4,753+10.0%AddedHolders
Q1 202347,688$1.72M0.2%+5,346+12.6%AddedHolders
Q4 202242,342$1.85M0.2%+7,048+20.0%AddedHolders
Q3 202235,294$1.42M0.2%+5,701+19.3%AddedHolders
Q2 202229,593$1.36M0.2%+8,983+43.6%AddedHolders
Q1 202220,610$1.09M0.1%+10,658+107.1%AddedHolders
Q4 20219,952$559.0K0.1%+2,930+41.7%AddedHolders
Q3 20217,022$417.0K0.1%+2,318+49.3%AddedHolders
Q2 20214,704$268.0K<0.1%+3,204+213.6%AddedHolders
Q1 20211,500$82.0K<0.1%––Holders

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