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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

WBS holding history

Webster Financial 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.

WBS overviewAll 13F holders of WBSFull Q2 2026 holdings

Shares (Q2 2026)
10,182
Value
$778.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WBS by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,182$778.1K<0.1%−477−4.5%ReducedHolders
Q1 202610,659$739.9K<0.1%−1,867−14.9%ReducedHolders
Q4 202512,526$788.4K<0.1%+116+0.9%AddedHolders
Q3 202512,410$737.6K<0.1%+292+2.4%AddedHolders
Q2 202512,118$661.6K<0.1%−1,395−10.3%ReducedHolders
Q1 202513,513$696.6K<0.1%−359−2.6%ReducedHolders
Q4 202413,872$766.0K<0.1%−66,655−82.8%ReducedHolders
Q3 202480,527$3.75M0.2%+2,172+2.8%AddedHolders
Q2 202478,355$3.42M0.2%−1,141−1.4%ReducedHolders
Q1 202479,496$4.04M0.3%+1,243+1.6%AddedHolders
Q4 202378,253$3.97M0.3%+5,197+7.1%AddedHolders
Q3 202373,056$2.94M0.3%+24,831+51.5%AddedHolders
Q2 202348,225$1.82M0.2%+3,269+7.3%AddedHolders
Q1 202344,956$1.77M0.2%+5,432+13.7%AddedHolders
Q4 202239,524$1.87M0.2%+6,991+21.5%AddedHolders
Q3 202232,533$1.47M0.2%+7,506+30.0%AddedHolders
Q2 202225,027$1.05M0.2%+8,850+54.7%AddedHolders
Q1 202216,177$908.0K0.1%+9,343+136.7%AddedHolders
Q4 20216,834$382.0K0.1%+2,620+62.2%AddedHolders
Q3 20214,214$229.0K<0.1%+800+23.4%AddedHolders
Q2 20213,414$182.0K<0.1%+2,854+509.6%AddedHolders
Q1 2021560$30.0K<0.1%––Holders

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