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Arcadia Wealth Management, Inc.: DFSD position timeline

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

Arcadia Wealth Management, Inc. held 170,659 DFSD 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 170,659 shares
    Change vs previous 13F +8,376 shares

    3.89% of the 13F portfolio, value $8,148,967.

    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 162,283 shares
    Change vs previous 13F +23,836 shares

    4.2% of the 13F portfolio, value $7,770,110.

    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 138,447 shares
    Change vs previous 13F +25,059 shares

    3.81% of the 13F portfolio, value $6,638,534.

    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 113,388 shares
    Change vs previous 13F +13,382 shares

    3.32% of the 13F portfolio, value $5,464,168.

    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 100,006 shares
    Change vs previous 13F +11,490 shares

    3.27% of the 13F portfolio, value $4,801,288.

    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 88,516 shares
    Change vs previous 13F +21,826 shares

    3.28% of the 13F portfolio, value $4,206,280.

    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 66,690 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,126,427.

    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).