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Arcadia Wealth Management, Inc.: DFAI position timeline

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

Arcadia Wealth Management, Inc. held 404,847 DFAI 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 404,847 shares
    Change vs previous 13F +9,264 shares

    7.97% of the 13F portfolio, value $16,699,925.

    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 395,583 shares
    Change vs previous 13F +16,683 shares

    8.34% of the 13F portfolio, value $15,411,897.

    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 378,900 shares
    Change vs previous 13F +22,009 shares

    8.28% of the 13F portfolio, value $14,439,882.

    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 356,891 shares
    Change vs previous 13F +21,872 shares

    7.88% of the 13F portfolio, value $12,972,982.

    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 335,019 shares
    Change vs previous 13F +20,189 shares

    7.89% of the 13F portfolio, value $11,581,611.

    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 314,830 shares
    Change vs previous 13F +61,683 shares

    7.67% of the 13F portfolio, value $9,832,134.

    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 253,147 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $7,391,899.

    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).