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Arcadia Wealth Management, Inc.: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arcadia Wealth Management, Inc. on AVDE, newest first. How the timeline and the estimate are built.

Arcadia Wealth Management, Inc. held 53,275 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,275 shares
    Change vs previous 13F +582 shares

    2.27% of the 13F portfolio, value $4,752,122.

    13F-HR 0001951757-26-001212 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,693 shares
    Change vs previous 13F +3,564 shares

    2.42% of the 13F portfolio, value $4,470,437.

    13F-HR 0001951757-26-000865 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,129 shares
    Change vs previous 13F +3,613 shares

    2.32% of the 13F portfolio, value $4,044,261.

    13F-HR 0001951757-26-000412 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,516 shares
    Change vs previous 13F +2,016 shares

    2.18% of the 13F portfolio, value $3,591,230.

    13F-HR 0001951757-25-001267 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,500 shares
    Change vs previous 13F +1,666 shares

    2.19% of the 13F portfolio, value $3,219,452.

    13F-HR 0001951757-25-001015 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,834 shares
    Change vs previous 13F +2,519 shares

    2.16% of the 13F portfolio, value $2,772,308.

    13F-HR 0001951757-25-000533 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,315 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $2,412,733.

    13F-HR 0001951757-25-000277 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).