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Arcadia Wealth Management, Inc.: DFAR position timeline

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

Arcadia Wealth Management, Inc. held 193,909 DFAR 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 193,909 shares
    Change vs previous 13F +9,424 shares

    2.42% of the 13F portfolio, value $5,072,648.

    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 184,485 shares
    Change vs previous 13F +6,876 shares

    2.36% of the 13F portfolio, value $4,363,065.

    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 177,609 shares
    Change vs previous 13F +12,312 shares

    2.33% of the 13F portfolio, value $4,067,463.

    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 165,297 shares
    Change vs previous 13F +7,104 shares

    2.39% of the 13F portfolio, value $3,942,329.

    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 158,193 shares
    Change vs previous 13F +6,714 shares

    2.53% of the 13F portfolio, value $3,711,205.

    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 151,479 shares
    Change vs previous 13F +12,748 shares

    2.81% of the 13F portfolio, value $3,600,662.

    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 138,731 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,228,263.

    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).