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Arcadia Wealth Management, Inc.: AVUS position timeline

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

Arcadia Wealth Management, Inc. held 368,667 AVUS 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 368,667 shares
    Change vs previous 13F +9,398 shares

    22.53% of the 13F portfolio, value $47,218,885.

    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 359,269 shares
    Change vs previous 13F +23,890 shares

    21.62% of the 13F portfolio, value $39,943,491.

    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 335,379 shares
    Change vs previous 13F +18,374 shares

    21.5% of the 13F portfolio, value $37,488,700.

    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 317,005 shares
    Change vs previous 13F +21,199 shares

    20.93% of the 13F portfolio, value $34,458,429.

    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 295,806 shares
    Change vs previous 13F +29,391 shares

    20.32% of the 13F portfolio, value $29,823,209.

    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 266,415 shares
    Change vs previous 13F +29,452 shares

    19.19% of the 13F portfolio, value $24,611,417.

    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 236,963 shares
    Change vs previous 13F not available

    19.52% of the 13F portfolio, value $22,968,778.

    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).