Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 63,029
Value: $5.21M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	63,029	$5.21M	0.1%	+8,082+14.7%	Added	Holders
Q1 2026	54,947	$4.37M	0.1%	+3,336+6.5%	Added	Holders
Q4 2025	51,611	$4.81M	0.1%	+7,989+18.3%	Added	Holders
Q3 2025	43,622	$3.66M	0.1%	+17,223+65.2%	Added	Holders
Q2 2025	26,399	$2.12M	0.1%	+1,676+6.8%	Added	Holders
Q1 2025	24,723	$1.77M	0.1%	+2,612+11.8%	Added	Holders
Q4 2024	22,111	$1.55M	0.1%	+2,310+11.7%	Added	Holders
Q3 2024	19,801	$1.12M	0.1%	+3,228+19.5%	Added	Holders
Q2 2024	16,573	$984.3K	0.1%	+1,788+12.1%	Added	Holders
Q1 2024	14,785	$856.9K	0.1%	+449+3.1%	Added	Holders
Q4 2023	14,336	$705.6K	0.1%	−1,010−6.6%	Reduced	Holders
Q3 2023	15,346	$627.0K	0.1%	−1,880−10.9%	Reduced	Holders
Q2 2023	17,226	$735.2K	0.1%	+223+1.3%	Added	Holders
Q1 2023	17,003	$635.6K	0.1%	+460+2.8%	Added	Holders
Q4 2022	16,543	$683.1K	0.1%	+729+4.6%	Added	Holders
Q3 2022	15,814	$636.0K	0.1%	+13+0.1%	Added	Holders
Q2 2022	15,801	$619.0K	0.1%	−42−0.3%	Reduced	Holders
Q1 2022	15,843	$768.0K	0.1%	−6,413−28.8%	Reduced	Holders
Q4 2021	22,256	$1.07M	0.1%	−1,227−5.2%	Reduced	Holders
Q3 2021	23,483	$1.09M	0.2%	−12,445−34.6%	Reduced	Holders
Q2 2021	35,928	$1.63M	0.2%	+17,505+95.0%	Added	Holders
Q1 2021	18,423	$719.0K	0.1%	–	–	Holders

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