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Arcadia Wealth Management, Inc.: AVUV position timeline

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

Arcadia Wealth Management, Inc. held 83,881 AVUV 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 83,881 shares
    Change vs previous 13F +1,253 shares

    4.99% of the 13F portfolio, value $10,465,051.

    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 82,628 shares
    Change vs previous 13F +1,420 shares

    4.94% of the 13F portfolio, value $9,127,964.

    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 81,208 shares
    Change vs previous 13F +2,600 shares

    4.75% of the 13F portfolio, value $8,281,624.

    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 78,608 shares
    Change vs previous 13F +3,531 shares

    4.75% of the 13F portfolio, value $7,823,883.

    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 75,077 shares
    Change vs previous 13F +4,561 shares

    4.66% of the 13F portfolio, value $6,839,470.

    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 70,516 shares
    Change vs previous 13F +7,349 shares

    4.79% of the 13F portfolio, value $6,146,903.

    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 63,167 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $6,097,515.

    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).