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Arcadia Wealth Management, Inc.: AVEM position timeline

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

Arcadia Wealth Management, Inc. held 41,291 AVEM 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 41,291 shares
    Change vs previous 13F -869 shares

    1.9% of the 13F portfolio, value $3,984,188.

    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 42,160 shares
    Change vs previous 13F +1,443 shares

    1.84% of the 13F portfolio, value $3,397,257.

    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 40,717 shares
    Change vs previous 13F +1,839 shares

    1.8% of the 13F portfolio, value $3,136,026.

    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 38,878 shares
    Change vs previous 13F +2,011 shares

    1.77% of the 13F portfolio, value $2,920,099.

    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 36,867 shares
    Change vs previous 13F +1,521 shares

    1.72% of the 13F portfolio, value $2,526,839.

    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 35,346 shares
    Change vs previous 13F +2,450 shares

    1.66% of the 13F portfolio, value $2,126,788.

    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 32,896 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,933,974.

    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).