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Arcadia Wealth Management, Inc.: IBB position timeline

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

Arcadia Wealth Management, Inc. held 12,914 IBB 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 12,914 shares
    Change vs previous 13F -875 shares

    1.17% of the 13F portfolio, value $2,456,114.

    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 13,789 shares
    Change vs previous 13F -950 shares

    1.26% of the 13F portfolio, value $2,328,273.

    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 14,739 shares
    Change vs previous 13F -178 shares

    1.43% of the 13F portfolio, value $2,487,501.

    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 14,917 shares
    Change vs previous 13F -450 shares

    1.31% of the 13F portfolio, value $2,153,567.

    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 15,367 shares
    Change vs previous 13F -315 shares

    1.32% of the 13F portfolio, value $1,944,079.

    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 15,682 shares
    Change vs previous 13F -184 shares

    1.56% of the 13F portfolio, value $2,005,728.

    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 15,866 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,097,644.

    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).