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Arcadia Wealth Management, Inc.: SDVY position timeline

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

Arcadia Wealth Management, Inc. held 73,020 SDVY 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 73,020 shares
    Change vs previous 13F +1,658 shares

    1.5% of the 13F portfolio, value $3,150,067.

    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 71,362 shares
    Change vs previous 13F +3,957 shares

    1.52% of the 13F portfolio, value $2,813,810.

    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 67,405 shares
    Change vs previous 13F +4,015 shares

    1.48% of the 13F portfolio, value $2,582,974.

    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 63,390 shares
    Change vs previous 13F +8,141 shares

    1.46% of the 13F portfolio, value $2,410,056.

    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 55,249 shares
    Change vs previous 13F +13,806 shares

    1.33% of the 13F portfolio, value $1,949,193.

    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 41,443 shares
    Change vs previous 13F +12,379 shares

    1.08% of the 13F portfolio, value $1,388,337.

    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 29,064 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,041,929.

    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).