Position in TX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$284,552
+$20,767 QoQ
Shares Held
6,664
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 162 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TX Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Arkadios Wealth Advisors holds $4,349,406 across 5 Steel names. TX ranks #5 (6.5% of the industry book) .
All Filings in TX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,552 | 6,664 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,785 | 6,570 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $67,849 | 1,604 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $38,959 | 1,013 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $31,227 | 804 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $5,961 | 501 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||