Position in HLI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$214,998
-$71,195 QoQ
Shares Held
1,497
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $36,142,998 across 15 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,409 | $11,538,719 | |
| 2 | MS |
Morgan Stanley
|
28,638 | $5,986,486 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,544 | $3,925,534 | |
| 4 | PJT |
PJT Partners Inc.
|
25,058 | $3,782,253 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
39,450 | $3,433,727 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
30,507 | $3,059,241 | |
| 7 | SNEX |
StoneX Group Inc.
|
23,958 | $1,892,682 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
11,350 | $676,118 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,998 | 1,497 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $286,193 | 1,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $295,660 | 1,440 | Shares | Sole | 2025-10-29 | |
| 2021-09-30 | $44,760 | 486 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $39,586 | 484 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $31,991 | 481 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||