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Arcadia Wealth Management, LLC: AGEM position timeline

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

Arcadia Wealth Management, LLC held 9,338 AGEM 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 9,338 shares
    Change vs previous 13F -292 shares

    0.14% of the 13F portfolio, value $461,116.

    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 9,630 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $390,622.

    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 9,728 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $373,427.

    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).