Skip to content
Disclosery

Arcadia Wealth Management, LLC: ACWX position timeline

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

Arcadia Wealth Management, LLC held 214,141 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,141 shares
    Change vs previous 13F +32,332 shares

    5.12% of the 13F portfolio, value $16,298,285.

    13F-HR 0002085853-26-000776 filed by Arcadia Wealth Management, LLC
    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 181,809 shares
    Change vs previous 13F +33,253 shares

    4.5% of the 13F portfolio, value $12,448,434.

    13F-HR 0002085853-26-000510 filed by Arcadia Wealth Management, LLC
    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 148,556 shares
    Change vs previous 13F -1,120 shares

    3.71% of the 13F portfolio, value $9,972,556.

    13F-HR 0002085853-26-000189 filed by Arcadia Wealth Management, LLC
    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 149,676 shares
    Change vs previous 13F -4,390 shares

    3.86% of the 13F portfolio, value $9,730,445.

    13F-HR 0002085853-25-000253 filed by Arcadia Wealth Management, LLC
    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 154,066 shares
    Change vs previous 13F +3,880 shares

    4.1% of the 13F portfolio, value $9,388,766.

    13F-HR 0001667731-25-000873 filed by Arcadia Wealth Management, LLC
    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 150,186 shares
    Change vs previous 13F +9,626 shares

    4.11% of the 13F portfolio, value $8,327,799.

    13F-HR 0001667731-25-000593 filed by Arcadia Wealth Management, LLC
    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 140,560 shares
    Change vs previous 13F +84,002 shares

    3.71% of the 13F portfolio, value $7,331,599.

    13F-HR 0001667731-25-000108 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,558 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,234,653.

    13F-HR 0001964226-24-000004 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).