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Arcadia Wealth Management, Inc.: DFEM position timeline

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

Arcadia Wealth Management, Inc. held 166,772 DFEM 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 166,772 shares
    Change vs previous 13F +2,335 shares

    3.23% of the 13F portfolio, value $6,777,605.

    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 164,437 shares
    Change vs previous 13F +5,091 shares

    3.07% of the 13F portfolio, value $5,681,313.

    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 159,346 shares
    Change vs previous 13F +9,563 shares

    3.02% of the 13F portfolio, value $5,271,177.

    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 149,783 shares
    Change vs previous 13F +8,412 shares

    2.92% of the 13F portfolio, value $4,803,539.

    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 141,371 shares
    Change vs previous 13F +8,164 shares

    2.86% of the 13F portfolio, value $4,195,904.

    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 133,207 shares
    Change vs previous 13F +27,188 shares

    2.75% of the 13F portfolio, value $3,524,651.

    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 106,019 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $2,776,628.

    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).