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Arcadia Wealth Management, Inc.: LMBS position timeline

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

Arcadia Wealth Management, Inc. held 32,856 LMBS 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 32,856 shares
    Change vs previous 13F -250 shares

    0.78% of the 13F portfolio, value $1,635,572.

    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 33,106 shares
    Change vs previous 13F -1,400 shares

    0.89% of the 13F portfolio, value $1,649,010.

    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 34,506 shares
    Change vs previous 13F -561 shares

    0.99% of the 13F portfolio, value $1,724,955.

    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 35,067 shares
    Change vs previous 13F +856 shares

    1.06% of the 13F portfolio, value $1,745,986.

    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 34,211 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $1,685,234.

    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 34,211 shares
    Change vs previous 13F +2,088 shares

    1.31% of the 13F portfolio, value $1,681,813.

    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 32,123 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,563,426.

    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).