GDIV β€” HARBOR DIVIDEND GROWTH LEADERS ETF

Ownership history in Arkadios Wealth Advisors  Β·  5 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows GDIV at 0.04% 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 GDIV 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 HARBOR DIVIDEND GROWTH LEADERS ETF, 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 Q4

GDIV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

GDIV stock page Arkadios Wealth Advisors fund profile Arkadios Wealth Advisors full holdings
How Arkadios Wealth Advisors held GDIV β€” position size vs. price
% of Fund (quarterly)    GDIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 113,980 +4,060 +3.7% 0.04% $1.9M 2026-02-14 (Est.) $17.77
2025 Q3 REDUCED 109,920 -8,260 -7.0% 0.04% $1.8M 2025-10-29 $16.21
2025 Q2 REDUCED 118,180 -1,330,352 -91.8% 0.05% $1.8M 2025-08-04 $15.44
2025 Q1 ADDED 1,448,532 +1,355,325 +1454.1% 0.80% $21.1M 2025-05-08 $14.27
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GDIV

As of 2025 Q4 β€” sorted by position size

Worth Financial Advisory Group, LLC 3Y 0.55% TRANSCEND CAPITAL ADVISORS, LLC 3Y 0.23% SOL Capital Management CO 3Y 7Y 0.19% Sequoia Financial Advisors, LLC 3Y 7Y 0.11% Equitable Holdings, Inc. 3Y 0.04% Ballentine Partners, LLC 3Y 7Y 0.04% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.02% Private Advisor Group, LLC 3Y 7Y 0.02% GTS SECURITIES LLC 0.02% IFG Advisory, LLC 3Y 7Y 0.01%

FAQ About Arkadios Wealth Advisors and GDIV

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 GDIV?

Arkadios Wealth Advisors reported GDIV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for GDIV was 0.80% in 2025 Q1.

What is the latest reported GDIV position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 113,980 shares, equal to 0.04% of portfolio, with an estimated market value of $1.9M.

What does the chart on this GDIV ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly GDIV 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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