Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

XYZ holding history

Block, 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.

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

Shares (Q2 2026): 44,391
Value: $3.37M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of XYZ by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,391	$3.37M	0.1%	−6,084−12.1%	Reduced	Holders
Q1 2026	50,475	$3.04M	0.1%	−5,271−9.5%	Reduced	Holders
Q4 2025	55,746	$3.63M	0.1%	−3,240−5.5%	Reduced	Holders
Q3 2025	58,986	$4.26M	0.1%	−2,709−4.4%	Reduced	Holders
Q2 2025	61,695	$4.19M	0.1%	+6,337+11.4%	Added	Holders
Q1 2025	55,358	$3.01M	0.1%	+14,702+36.2%	Added	Holders
Q4 2024	40,656	$3.46M	0.2%	+7,054+21.0%	Added	Holders
Q3 2024	33,602	$2.26M	0.1%	+2,176+6.9%	Added	Holders
Q2 2024	31,426	$2.03M	0.1%	−874−2.7%	Reduced	Holders
Q1 2024	32,300	$2.73M	0.2%	−4,716−12.7%	Reduced	Holders
Q4 2023	37,016	$2.86M	0.2%	−375−1.0%	Reduced	Holders
Q3 2023	37,391	$1.65M	0.2%	+9,896+36.0%	Added	Holders
Q2 2023	27,495	$1.83M	0.2%	−4,496−14.1%	Reduced	Holders
Q1 2023	31,991	$2.20M	0.3%	+8,166+34.3%	Added	Holders
Q4 2022	23,825	$1.50M	0.2%	−4,805−16.8%	Reduced	Holders
Q3 2022	28,630	$1.57M	0.2%	+4,844+20.4%	Added	Holders
Q2 2022	23,786	$1.46M	0.2%	+2,645+12.5%	Added	Holders
Q1 2022	21,141	$2.87M	0.4%	+13,665+182.8%	Added	Holders
Q4 2021	7,476	$1.21M	0.2%	+937+14.3%	Added	Holders
Q3 2021	6,539	$1.57M	0.2%	+797+13.9%	Added	Holders
Q2 2021	5,742	$1.40M	0.2%	+2,097+57.5%	Added	Holders
Q1 2021	3,645	$827.0K	0.1%	–	–	Holders

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