Position in ACT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$335,131
+$31,807 QoQ
Shares Held
8,212
+7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $379,110 across 1 Insurance - Specialty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
10,040 | $379,110 |
All Filings in ACT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,131 | 8,212 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $303,324 | 7,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $330,720 | 8,626 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $320,864 | 8,637 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $299,023 | 8,605 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||