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Arcadia Wealth Management, Inc.: AVIG position timeline

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

Arcadia Wealth Management, Inc. held 98,946 AVIG 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 98,946 shares
    Change vs previous 13F +5,016 shares

    1.96% of the 13F portfolio, value $4,097,340.

    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 93,930 shares
    Change vs previous 13F +11,882 shares

    2.11% of the 13F portfolio, value $3,901,866.

    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 82,048 shares
    Change vs previous 13F +13,877 shares

    1.97% of the 13F portfolio, value $3,439,713.

    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 68,171 shares
    Change vs previous 13F +7,242 shares

    1.74% of the 13F portfolio, value $2,868,650.

    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 60,929 shares
    Change vs previous 13F +3,455 shares

    1.73% of the 13F portfolio, value $2,535,864.

    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 57,474 shares
    Change vs previous 13F +5,889 shares

    1.85% of the 13F portfolio, value $2,378,833.

    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 51,585 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,092,787.

    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).