WD β€” WALKER & DUNLOP INC COM

Ownership history in Arkadios Wealth Advisors  Β·  10 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported WALKER & DUNLOP INC COM (WD) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows WD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in WALKER & DUNLOP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held WD β€” position size vs. price
% of Fund (quarterly)    WD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,968 +55 +1.9% 0.01% $248K 2025-10-29 $77.71
2025 Q2 ADDED 2,913 +29 +1.0% 0.01% $205K 2025-08-04 $73.14
2025 Q1 REDUCED 2,884 -48 -1.6% 0.01% $246K 2025-05-08 $68.58
2024 Q4 ADDED 2,932 +12 +0.4% 0.02% $285K 2025-01-15 $89.58
2024 Q3 ADDED 2,920 +1,075 +58.3% 0.02% $332K 2024-10-24 $108.63
2023 Q4 REDUCED 1,845 -918 -33.2% 0.02% $205K 2024-01-24 $90.75
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Arkadios Wealth Advisors and WD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning WD?

Arkadios Wealth Advisors reported WD across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WD position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for WD was 0.02% in 2024 Q3.

What is the latest reported WD position on this page?

The most recent filing on this page is 2025 Q3, when Arkadios Wealth Advisors reported 2,968 shares, equal to 0.01% of portfolio, with an estimated market value of $248K.

What does the chart on this WD ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly WD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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